| Advisor Profile |
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Business Description |
| College tuition? Your family's nest egg? A second home? Whatever your goals, Woodbury Financial Services is your key to the future. Your financial professional is dedicated to discovering your needs, wants, desires, fears and dreams. |
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General Information |
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| Name of Broker/Dealer: |
Woodbury Financial Services
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| States Licensed in: |
OH, WV
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| Years of Experience in Financial Services: |
34
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| Number of Years with Current Firm: |
16
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| I work with the following types of clients: |
Individual Investors, Businesses
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Services |
| Investment Types: |
Mutual Funds, Insurance, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
BCM and BCAA, Board Certified in Estate Planning (BCE), Chartered Financial Consultant (ChFC), Masters in Financial Services (MSFS), Certified Fund Specialist (CFS), Chartered Life Underwriter (CLUŽ)
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| Securities Licenses: |
Series 7, Series 6, Series 63
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Compensation Methods: |
Commissions
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| Prepared By: |
John Campbell |
| Most Recent Update: |
07/01/2008 |
Frequently Asked Questions |
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