James
Teller

Woodbury Financial Services, Inc

CRD#4711589
Investment Advisor
in Orchard Park, NY

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About this Advisor

James Teller is a financial advisor operating out of Orchard Park, New York with a total of 2 years of industry experience. Teller currently works for Woodbury Financial Services, Inc. During their career, Teller has held roles at Investacorp Inc, Investacorp Advisory Services, Questar Capital Corporation, Questar Asset Management and Woodbury Financial Services, Inc. Teller holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and New York. Woodbury Financial Services, Inc is an advisory firm based in Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 employees. It has $19 billion in assets across its 101,950 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 184 charitable organizations. Of its 101,950 customer accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets. Woodbury Financial Services, Inc performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services vary depending on which services the firm provides the client. However, fee types charged by Woodbury Financial Services, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

220 Redtail Suite 6
Orchard Park, NY 14127

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$19,278,448,046

NY Average: $5,289,111,388
Total Number of Employees

3,002

NY Average: 157
Total Number of Accounts

101,950

NY Average: 8,262
Average Account Size

$189,097

NY Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

James Teller Work History

James has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Woodbury Financial Services, Inc

2017 - 2019 (2 years)

Questar Asset Management

2016 - 2019 (3 years)

Questar Capital Corporation

2012 - 2016 (4 years)

Investacorp Inc

2012 - 2016 (4 years)

Investacorp Advisory Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Teller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Woodbury Financial Services, Inc

Anthony Frangella
Orland Park, IL
Richard Keel
Tulsa, OK
Brock Eckman
Saint Paul, MN
Denise Badgerow
Thibodaux, LA
Mark Wise
Sterling Heights, MI
Miranda Bonde
Green Bay, WI
Christopher Simon
Mount Joy, PA
Robert Tudda
Jericho, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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