Kevin
Sourk
Woodbury Financial Services, Inc
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About this Advisor
Kevin Sourk is a financial advisor who works in Reston, Virginia with 5 years of industry experience. Sourk currently works for Woodbury Financial Services, Inc. During their career, Sourk has held roles at Capital One Sharebuilder, Inc, Sharebuilder 401K, Woodbury Financial Services, Inc and Capital One Financial Advisors. Sourk holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Maryland, New Jersey and Virginia. Woodbury Financial Services, Inc is a financial advisory firm based out of Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 employees. It controls $19 billion in assets between its 101,950 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 184 charitable organizations. Of its 101,950 accounts, just 11% belong to high-net-worth investors who have at least $1 million in assets available to invest. Woodbury Financial Services, Inc provides 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 advisory fees largely depend on the type of services provided. Fees billed by Woodbury Financial Services, Inc can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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
Kevin Sourk Work History
Kevin has been registered as a financial advisor for 5 years.*
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Capital One Sharebuilder, Inc
Sharebuilder 401K
Capital One Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Sourk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodbury Financial Services, Inc
Thibodaux, LA
Germantown, TN
Claremont, NH
Jericho, NY
Orland Park, IL
Melville, NY
Mount Joy, PA
Glenwood, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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