Ian
Powell

Woodbury Financial Services, Inc

CRD#7269339
Investment Advisor
in Burleson, TX

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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

Series 65, Series 63

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

785 W Hidden Creek Pkwy Suite 1108
Burleson, TX 76028

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

TX Average: $5,289,111,388
Total Number of Employees

3,216

TX Average: 157
Total Number of Accounts

91,382

TX Average: 8,262
Average Account Size

$233,575

TX Average: $640,173

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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.

2021 - Present (1 year)

Serenity Financial Advisor, LLC

2021 - Present (1 year)

Woodbury Financial Services Inc

2021 - 2021 (< 1 year)

Fortune Financial Services

2020 - 2021 (1 year)

Battle Born Financial Advisor

2020 - 2021 (1 year)

Interactive Financial Advisors

2019 - 2021 (2 years)

Conrad Training & Services

2019 - 2021 (2 years)

United Parcel Service

2012 - 2019 (7 years)

Fts International

Disclosures

Ian Powell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

David Deuel
Clarkston, MI
Christopher Cone
Tulsa, OK
David Paulson
Tulsa, OK
Tamara Frattarelli
Saint Paul, MN
Michael Martin
Brandon, FL
Raymond Chera
Brooklyn, NY
Michael Sayre
Midvale, UT
Grant Messner
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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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