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PHOENIX, Jan. 7, 2021 /PRNewswire/ Advisor Group, the nation s largest network of independent wealth management firms, today announced the successful recruitment of James Keller, a solo financial professional based in Allen, Texas, with $102 million in total client assets.
Mr. Keller will join Advisor Group through its subsidiary and network member firm Woodbury Financial Services. Advisor Group also includes FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Securities America, Inc. and Triad Advisors, LLC.
With nearly 20 years of experience as a financial professional, Mr. Keller provides investment, retirement, tax and estate planning services to clients across Texas. He is a certified financial planner and Chartered Retirement Planning Counselor.