Woodbury Financial Services, Inc
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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
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
Marshall Ozanne Work History
Marshall has 13 years of experience.
Marshall Ozanne has no disclosures.
Please visit their SEC profile for more details.