James MahoneyCRD Number: 4606032
Current Firm: Investmark Advisory Services, Inc.
James Mahoney (CRD# 4606032) is an Investment Advisor Representative working at Investmark Advisory Services, Inc. in Glastonbury, CT and has over 14 years of experience in the finance industry.
Springboard Asset Management LLC
Garrett Investment Advisors, LLC
|Investmark Advisory Services, Inc.||Glastonbury, CT||Jan 2008 - Current||9|
|Commonwealth Financial Network||Waltham, MA||Jun 2003 - Current||14|
|Investmark Financial Services, Inc.||Glastonbury, CT||Jun 2003 - Current||14|
|Essex Capital Advisors, LLC||Essex, CT||Nov 2002 - Current||14|
|Mahoney Sabol & Company||Hartford, CT||Feb 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management327MILLIONS
Total Number of Accounts1,319ACCOUNTS
Average Account Value$247,759
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CT, FL, LA, MA, ME, NH, NJ, NY, SC, TX, VT
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