James Keller, an Allen, Texas-based solo practitioner with $102 million in total client assets, has joined Advisor Group through its subsidiary and network member firm Woodbury Financial Service, according to a news release.

The move marks Keller's transition into operating as an independent financial professional. With nearly 20 years of industry experience, Keller provides investment, retirement, tax and estate planning services to clients across Texas.

“Advisor Group and Woodbury provide financial professionals with all the tools they need to thrive as business owners in a competitive environment, and I am excited to take advantage of the new opportunities for growth that our relationship will foster,” Keller said in a statement.

Greg Cornick, president for advice and wealth management at Advisor Group, said, “Moving forward, we will continue to make strategic investments in the tools, platforms and solutions that will empower further growth for James and all the other 11,000-plus financial professionals with whom we partner. We are, as always, in their corner, and we stand ready to help them reach new levels of success.”

Rick Fergesen, CEO and president of Woodbury added that Keller has built a strong business and they look forward to providing him with the services, platforms and solutions he needs to serve his clients and grow his business.

Phoenix-based Advisor Group is the nation's largest network of independent wealth management firms, serving approximately 11,100 financial professionals and overseeing more than $450 billion in client assets. In addition to Woodbury Financial Services, Advisor Group’s network includes FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Securities America, Inc. and Triad Advisors, LLC.

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