Anoput
Phimmasone

Woodbury Financial Services, Inc

CRD#1837043
Investment Advisor
in Reston, VA

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About this Advisor

Anoput Phimmasone is a financial advisor working in Reston, Virginia, who has been in the financial industry for 10 years. Phimmasone is on the advisory team at Woodbury Financial Services, Inc. Phimmasone has gained experience at Wells Fargo Advisors Financial Network, LLC, Capital One Financial Advisors, Capital One Advisors, LLC, Capital One Investing, LLC and Woodbury Financial Services, Inc. Phimmasone has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in District Of Columbia, Maryland, New Jersey, Pennsylvania and Virginia. Woodbury Financial Services, Inc is a financial advisory firm that has its headquarters in Reston, Virginia. It has offices in 837 locations and a total of 3,216 financial advisors. It has $21 billion in assets across its 91,382 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 172 charitable organizations. Of its 91,382 accounts, 18% are associated with high-net-worth clients who have greater than $1 million in assets. The firm performs a number of services, including 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 largely depend on the financial services offered. Fee types charged by Woodbury Financial Services, Inc can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

10701 Parkridge Blvd. Suite 130
Reston, VA 20191

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

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

3,216

VA Average: 157
Total Number of Accounts

91,382

VA Average: 8,262
Average Account Size

$233,575

VA 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

Anoput Phimmasone Work History

Anoput has 10 years of experience.

2018 - Present (4 years)

Woodbury Financial Services, Inc

2018 - Present (4 years)

Woodbury Financial Services, Inc

2015 - 2018 (3 years)

Capital One Advisors, LLC

2015 - 2018 (3 years)

Capital One Investing, LLC

2013 - 2015 (2 years)

Capital One Financial Advisors

2012 - 2013 (1 year)

Wells Fargo Advisors Financial Network, LLC

Disclosures

Anoput Phimmasone has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Raymond Chera
Brooklyn, NY
Daniel Polster
Red Bluff, CA
Grant Messner
Lees Summit, MO
Michael Sayre
Midvale, UT
Kristi Mignano
Johnston, IA
Joseph Mccarthy
Chesterfield, MO
Bradley Ober
Saint Paul, MN
Andrew Rosner
Carlsbad, CA

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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