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Woodbury Financial Services

A subsidiary of Advisor Group

7755 Third St. N.

Oakdale, MN 55128

(800) 800-2638

joinwoodbury.com

Year founded: 1910

Year end: Dec. 31

No. of retail offices: 791

All 2013-2011 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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  • No. of reps, male
  • No. of reps, female
  • No. of producing reps, male
  • No. of producing reps, female
  • No. of reps producing $500K+ /year
  • No. of CFPs
  • No. of full-time employees
  • No. of fee-based advisers served
  • Average payout per rep, per year
  • Avg. annual production of top 20% reps
  • Total payout, per year
  • Cost of E&O insurance per rep, per year
  • Affiliation fees charged per rep, per year
  • Affiliation fee coverage
  • Securities revenues
  • Securities revenues: Stocks
  • Securities revenues: Bonds
  • Securities revenues: ETFs
  • Securities revenues: Other
  • Mutual fund revenues
  • Annuities revenues
  • Annuities revenues: Fixed
  • Annuities revenues: Variable
  • Annuities revenues: Other
  • Insurance revenue
  • Insurance revenues: Life
  • Insurance revenues: Disabilities
  • Insurance revenues: LTC
  • Insurance revenues: Other
  • Alternative revenues
  • Alternative revenues: Hedge funds
  • Alternative revenues: Managed futures
  • Alternative revenues: Private placements
  • Alternative revenues: REITs
  • Alternative revenues: Other
  • Other commission revenues
  • Fee revenues: Rep-managed accounts
  • Fee revenues: Firm-managed accounts
  • Fee revenues: Outside-managed accounts
  • Fee revenues: Other
  • Fee-based assets: Clearing firm
  • Fee-based assets: Advisory firm platforms
  • Fee-based assets: Third-party money managers
  • Fee-based assets: Other
  • Is the firm, or an affiliate of the firm, registered as an investment adviser with the SEC?
  • Allows an adviser to have his/her own RIA
  • RIA platform AUM
  • Retail accounts
  • Advisory accounts
  • Other types of accounts
  • Other types of accounts (specified)

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2013 2012 2011
No. of reps1,1981,2581,600
No. of producing reps1,0751,1421,500
No. of reps producing $100K-$499K /year596567670

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2013 2012 2011
Total revenues$250,847,568$243,327,528$253,704,922
Commission revenues$194,152,443$210,390,995$221,775,197
Fee revenues$32,193,093$29,813,142$27,957,017
Total revenues: Other$24,502,032$3,123,391$3,972,708
2013 2012 2011
Total account assets$26,986,984,855$24,347,864,003$23,663,815,043
Fee-based assets$4,127,326,834$3,273,136,793$3,130,347,491
Total account assets: Other$22,859,658,021$21,074,727,210$20,533,467,552
Average assets per rep$22,526,699$19,354,423$14,789,884
2013 2012 2011
Excess net capital$23,993,000$30,124,000$28,011,177
Total operating expenses0.000.00$251,757,894
Pre-tax earnings0.000.000.00
Number of active client accounts428,448501,545536,153
CEORick Fergesen, Patrick H. McEvoy
Allows advisers to use social mediaY
    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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