James D. Maxon Financial Advisors, LLC
James D. Maxon Financial Advisors, LLC (CRD# 126621) is a financial advisory firm headquartered in Woburn, MA. They manage $31,440,711 in 92 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
James D. Maxon Financial Advisors, LLC
By the Numbers
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Total Assets Under Management31MILLION
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Total Number of Accounts92ACCOUNTS
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Average Account Value$341,747
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at James D. Maxon Financial Advisors, LLC
1
Michael Gouvalaris (CRD# 6232582) is an Investment Advisor Representative working at James D. Maxon Financial Advisors, LLC in Woburn, MA and has over 11 years of experience in the finance industry.
2
James Maxon (CRD# 3158896) is an Investment Advisor Representative working at James D. Maxon Financial Advisors, LLC in Woburn, MA and has over 25 years of experience in the finance industry.
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