Marshall
Ozanne

Woodbury Financial Services, Inc

CRD#3266796
Investment Advisor
in Dallas, TX
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About this Advisor

Marshall Ozanne is a certified financial planner whose office is in Dallas, Texas. Currently a registered investment advisor with Woodbury Financial Services, Inc, Ozanne has 13 years of work experience in the financial advisory industry. Ozanne holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Ozanne is able to act as a financial advisor based out of Texas. Ozanne has worked their entire career at Woodbury Financial Services, Inc. Woodbury Financial Services, Inc is based out of Dallas, Texas, and operates out of 590 other locations across the United States. As a company, Woodbury Financial Services, Inc oversees $7 billion in assets dispersed across 36,076 client accounts and retains more than 1,945 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the United States. The firm manages 13,010 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Woodbury Financial Services, Inc offers 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 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, Commissions

Disclosures

No

Office Location

Ten Thousand N Central Expwy Ste 1326
Dallas, TX 75231

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,631,833,044

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

1,925

TX Average: 157
Total Number of Accounts

45,748

TX Average: 8,262
Average Account Size

$166,823

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

Marshall Ozanne Work History

Marshall has 13 years of experience.

2005 - Present (14 years)

Woodbury Financial

Disclosures

Marshall Ozanne has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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