Woodbury Financial Services, Inc
About this Advisor
Ian Powell is a financial advisor working in Burleson, Texas, who has been in the industry for 10 years. Powell currently works for Woodbury Financial Services, Inc. The advisor has gained experience at Conrad Training & Services, United Parcel Service, Fts International, Battle Born Financial Advisor, Serenity Financial Advisor, LLC, Fortune Financial Services, Interactive Financial Advisors and Woodbury Financial Services Inc. Powell maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Woodbury Financial Services, Inc is a registered investment firm headquartered in Burleson, Texas. The investment advisory business has offices in 837 locations and a total of 3,216 financial advisors. It administers $21 billion in assets between its 91,382 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 172 charitable organizations. Of its 91,382 customer accounts, 18% are held by high-net-worth investors who have at least $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually vary depending on which services the firm provides the client. However, fees charged by Woodbury Financial Services, Inc likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Ian Powell Work History
Ian has 10 years of experience.
Serenity Financial Advisor, LLC
Woodbury Financial Services Inc
Fortune Financial Services
Battle Born Financial Advisor
Interactive Financial Advisors
Conrad Training & Services
United Parcel Service
Ian Powell has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Saint Paul, MN
Lees Summit, MO
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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