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 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

Series 66

Years of Experience

10 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, Others

Disclosures

Yes

Office Location

220 Redtail Suite 6
Orchard Park, NY 14127

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

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

3,216

NY Average: 157
Total Number of Accounts

91,382

NY Average: 8,262
Average Account Size

$233,575

NY Average: $640,173

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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.

2019 - Present (4 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

Disclosures

James Teller has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

David Paulson
Tulsa, OK
John Watson
Columbus, OH
Richard Chase
Saint Paul, MN
Casey Middleton
Johnson City, TN
Brent Deuel
Clarkston, MI
Anthony Frangella
Orland Park, IL
Grant Messner
Lees Summit, MO
Michael Sayre
Midvale, UT

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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