John UnderwoodCRD Number: 4449505
Current Firm: Woodbury Financial Services, Inc.
John Underwood (CRD# 4449505) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Wichita Falls, TX and has over 15 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Stifel, Nicolaus & Company, Incorporated
Msi Financial Services, Inc.
|Woodbury Financial||Woodbury, MN||Jan 2006 - Current||12|
|Allred Thompson Mason Daugherty||Wichita Falls, TX||Feb 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S65||NASAA Investment Advisors Law Examination||May 2007|
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