Rachel
Sears
Woodbury Financial Services, Inc
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About this Advisor
Rachel Sears is a financial advisor working in Virginia Beach, Virginia with a total of 4 years of industry experience. Sears works at Woodbury Financial Services, Inc. Over the course of their career, they have held roles at Kpmg Llp, Castro & Company LLC, Student, Questar Capital Corporation, Questar Asset Management and Woodbury Financial Services, Inc. Sears maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Virginia. Woodbury Financial Services, Inc is a registered investment company operating out of Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 people on staff. It controls $19 billion in assets across its 101,950 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 184 charities and foundations. Of its 101,950 client accounts, just 11% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business performs a diverse set 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 advisory fees depend on which service is provided. Fee types charged by Woodbury Financial Services, Inc can include 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
Rachel Sears Work History
Rachel has been registered as a financial advisor for 4 years.*
Woodbury Financial Services, Inc
Questar Capital Corporation
Questar Asset Management
Kpmg Llp
Castro & Company LLC
Student
*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 Rachel Sears 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
Orland Park, IL
Fond Du Lac, WI
Claremont, NH
Jericho, NY
Germantown, TN
Sterling Heights, MI
Mount Joy, PA
Glenwood, IA
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