PHOENIX, Jan. 7, 2021 /PRNewswire/ — Advisor Group, the nation’s largest community of impartial wealth administration companies, at present introduced the profitable recruitment of James Keller, a solo monetary skilled primarily based in Allen, Texas, with $102 million in complete consumer property.
Mr. Keller will be a part of Advisor Group via its subsidiary and community member agency Woodbury Monetary Providers. Advisor Group additionally consists of FSC Securities Company, Royal Alliance Associates, Inc., SagePoint Monetary, Inc., Securities America, Inc. and Triad Advisors, LLC.
With almost 20 years of expertise as a monetary skilled, Mr. Keller gives funding, retirement, tax and property planning companies to shoppers throughout Texas. He’s a licensed monetary planner and Chartered Retirement Planning Counselor.
Rick Fergesen, CEO and President of Woodbury, mentioned, “James Keller has constructed a robust enterprise and we’re proud to welcome him to the Advisor Group and Woodbury household. We look ahead to offering him with the companies, platforms and options he must serve his shoppers and develop his enterprise.”
The transfer marks Mr. Keller’s transition into working as an impartial monetary skilled.
Mr. Keller mentioned, “As I weighed the chance to change to the impartial channel, it was clear that becoming a member of Advisor Group and Woodbury was your best option for my enterprise and my shoppers in the long run. Advisor Group and Woodbury present monetary professionals with all of the instruments they should thrive as enterprise house owners in a aggressive atmosphere, and I’m excited to reap the benefits of the brand new alternatives for development that our relationship will foster. I’m additionally thrilled to be working with one in every of Woodbury’s distinctive Regional Vice Presidents, Todd Tempo, who will assist to additional speed up the expansion of my enterprise via recruiting and different assist.”
Greg Cornick, President for Recommendation and Wealth Administration at Advisor Group, mentioned, “On behalf of the whole Advisor Group community, it’s my honor to welcome James Keller to our group. His observe document of serving shoppers with integrity and excellence makes him a really perfect match for us, and we’re glad to have him on board. Transferring ahead, we’ll proceed to make strategic investments within the instruments, platforms and options that can empower additional development for James and all the opposite 11,000-plus monetary professionals with whom we associate. We’re, as all the time, of their nook, and we stand prepared to assist them attain new ranges of success.”
About Woodbury Monetary Providers
Woodbury Monetary Providers, Inc. is a part of Advisor Group, the nation’s largest community of impartial wealth administration companies, and is a Registered Funding Advisor, member FINRA and SIPC. Woodbury Monetary has almost 1,600 affiliated impartial monetary advisors and is headquartered in Oakdale, MN. Woodbury employs a client-driven method centered on assembly the distinctive calls for of companies and people. For extra data go to https://www.joinwoodbury.com/.
About Advisor Group
Advisor Group, Inc. is the nation’s largest community of impartial wealth administration companies, serving roughly 11,100 monetary professionals and overseeing over $450 billion in consumer property. The agency is mission-driven to assist the strategic function that advisors can play within the lives of their shoppers. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring worth of monetary professionals and is dedicated to being of their nook each step of the way in which. For extra data go to https://www.advisorgroup.com.
Securities and funding advisory companies are supplied via the companies: FSC Securities Company, Royal Alliance Associates, Inc., SagePoint Monetary, Inc., Triad Advisors, LLC, and Woodbury Monetary Providers, Inc., broker-dealers, registered funding advisers, and members of FINRA and SIPC. Securities are supplied via Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory companies are supplied via Arbor Level Advisors, LLC, Ladenburg Thalmann Asset Administration, Inc., Securities America Advisors, Inc., and Triad Hybrid Options, LLC, registered funding advisers. Advisory applications supplied by FSC Securities Company, Royal Alliance Associates, Inc., SagePoint Monetary, Inc., and Woodbury Monetary Providers, Inc., are sponsored by VISION2020 Wealth Administration Corp., an affiliated registered funding adviser. Advisor Group, Inc. is an affiliate of those companies. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ, 85012. 866.481.0379.
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SOURCE Advisor Group
