Victor SebastianCRD Number: 3123687
Current Firm: Woodbury Financial Services, Inc.
Victor Sebastian (CRD# 3123687) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Franklin, TN and has over 18 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Woodbury Financial Services||Woodbury, MN||Aug 2008 - Current||9|
|American General Securities Incorporated||Winter Park, FL||Feb 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 2000|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV