Woodbury Financial Services, Inc
About this Advisor
James Teller is a financial advisor based out of Orchard Park, New York, with 10 years in the industry. Teller is on the advisory team at Woodbury Financial Services, Inc. Teller has gained experience at Investacorp Inc, Investacorp Advisory Services, Questar Capital Corporation, Questar Asset Management and Woodbury Financial Services, Inc. Teller has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Florida and New York. Woodbury Financial Services, Inc is an advisory company that has its headquarters in Orchard Park, New York. The company has offices in 837 locations and a total of 3,216 employees. It has $21 billion in total assets between its 91,382 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 172 charities and foundations. Of its 91,382 accounts, 18% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm performs a number 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 typically vary depending on the services offered. However, fees billed by Woodbury Financial Services, Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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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 10 years of experience.
Woodbury Financial Services, Inc
Questar Asset Management
Questar Capital Corporation
Investacorp Advisory Services
James Teller has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Saint Paul, MN
Johnson City, TN
Orland Park, IL
Lees Summit, MO
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