FIND A WOODBRIDGE FINANCIAL GROUP, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 131153
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for WOODBRIDGE FINANCIAL GROUP, LLC Comes From
Understanding the Statistics for WOODBRIDGE FINANCIAL GROUP, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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HNWI
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Firm Disclosures
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FIRM INFORMATION
Established
Minnesota since 05/23/2002
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at WOODBRIDGE FINANCIAL GROUP, LLC
KZ
Kristina T Zelenski
RR
CRD#: 7797752
Location:
Crestline, CA 92325
Company:
PFS INVESTMENTS INC.
Disclosures:
Experience:
2 years
EC
Erin Caines
IAR
RR
CRD#: 5247251
Location:
Derwood, MD 20855
Company:
EAGLE STRATEGIES LLC
Disclosures:
Experience:
4 years
KC
Kenneth Lee Christie
IAR
RR
CRD#: 2218257
Location:
Granite Bay, CA 95746
Company:
SPECTRUM WEALTH ADVISORY GROUP, LLC
Disclosures:
Experience:
33 years
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