Richard
Artura

Woodbury Financial Services, Inc

CRD#2504420
Investment Advisor
in Seattle, WA
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About this Advisor

Richard Artura is a certified financial planner based in Seattle, Washington. Currently a registered investment advisor with Woodbury Financial Services, Inc, they have accumulated a notable 24 years of experience in the financial advisory industry. Artura maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Artura is registered to work with customers based out of Texas and Washington. Artura has worked their complete career at Woodbury Financial Services, Inc. Woodbury Financial Services, Inc is located in Seattle, Washington, and operates out of 590 other brick-and-mortar locations throughout the country. As a registered advisory firm, Woodbury Financial Services, Inc oversees $7 billion in assets across 36,076 client accounts and employs more than 1,945 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 13,010 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. 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

Series 63, Series 65, Certified Financial Planner

Years of Experience

24 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, Commissions

Disclosures

Yes

Office Location

14900 Interurban Ave South Ste 298
Seattle, WA 98168

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,631,833,044

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

1,925

WA Average: 157
Total Number of Accounts

45,748

WA Average: 8,262
Average Account Size

$166,823

WA 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

Richard Artura Work History

Richard has 24 years of experience.

1994 - Present (25 years)

Fortis Investors, Inc

Disclosures

Richard Artura has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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