Who does Woodbury Financial clear through?
We provide your financial advisor with clearing services through Pershing (a Bank of New York Mellon Company). A clearing firm works with various financial exchanges to handle confirmation, delivery and settlement of your financial transactions.
Is Woodbury Financial legitimate?
Woodbury Financial is a financial advisory firm with its headquarters in Oakdale, Minnesota. The firm manages a network of advisor firms that collectively manage assets under management (AUM) across more than 71,000 clients.
Is Advisor Group A broker dealer?
Advisor Group is an Independent Broker-Dealer as of May 2016 as the result of AIG's sale of Advisor Group to Lightyear Capital, a private equity firm specializing in financial services investing, and PSP Investments.
Who owns SagePoint financial?
Advisor Group Holdings, Inc.