James MahoneyCRD Number: 4606032
Current Firm: Investmark Advisory Group LLC
James Mahoney (CRD# 4606032) is an Investment Advisor Representative working at Investmark Advisory Group LLC in Glastonbury, CT and has over 15 years of experience in the finance industry.
Springboard Asset Management LLC
Garrett Investment Advisors, LLC
|Investmark Advisory Services, Inc.||Glastonbury, CT||Jan 2008 - Current||10|
|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||15|
|Mahoney Sabol & Company||Hartford, CT||Feb 1990 - Current||28|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management368MILLIONS
Total Number of Accounts1,234ACCOUNTS
Average Account Value$298,217
- 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, PA, SC, TX, VT
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.