James Monahan, financial advisor Nashua NH
88 score

James Monahan

CRD Number: 6213876
Current Firm: Commonwealth Financial Network

James Monahan (CRD# 6213876) is an Investment Advisor Representative working at Commonwealth Financial Network in Nashua, NH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Acorn Financial Nashua, NH Jun 2013 - Current 3
Commonwealth Financial Network Waltham, MA Jun 2013 - Current 3
Not Employed Nashua, NH Jan 2004 - Jun 2013 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for James F. Monahan
Phone Number: 781-736-0700
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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