Matthew
Martin
Woodbury Financial Services, Inc
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About this Advisor
Matthew Martin is a financial advisor operating in Newport News, Virginia, who has 9 years of industry experience. Martin works at Woodbury Financial Services, Inc. Martin has gained experience at Riverside Health System and Woodbury Financial Services, Inc. Martin has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland, Texas and Virginia. Woodbury Financial Services, Inc is a registered investment company based out of Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 financial advisors. It administers $19 billion in assets among its 101,950 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 184 charitable organizations. Of its 101,950 customer accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm 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. Fees for financial management largely depend on which services the firm provides the client. However, fee types charged by Woodbury Financial Services, Inc likely are comprised of any combination 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
Matthew Martin Work History
Matthew has been registered as a financial advisor for 9 years.*
Woodbury Financial Services, Inc
Riverside Health System
*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 Matthew Martin 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
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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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