Leeann Maxwell (CRD# 6464957) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 8 years of experience in the finance industry.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 5324751
Silver Maple Financial, LLC
CRD# 2072909
Charter Oak Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballentine Partners | Rochester, NH | Feb 2022 - Current | 2 |
| Lpl Financial LLC | Portsmouth, NH | Jul 2021 - Jan 2022 | < 1 |
| Blue Granite Financial, Inc (dba) | Madbury, NH | May 2017 - Jan 2022 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | New Durham, NH | Oct 2016 - Jan 2022 | 5 |
| Waddell And Reed, Inc. | Portsmouth, NH | Oct 2016 - Jul 2021 | 4 |
| Lisa Dale Cfp- Notary | Madbury, NH | Jan 2012 - Oct 2020 | 8 |
| Helena Mahoney | Madbury, NH | May 2017 - May 2017 | < 1 |
| Lisa Dale | Madbury, NH | Jan 2017 - May 2017 | < 1 |
| Unemployed | New Durham, NH | Apr 2016 - Oct 2016 | < 1 |
| Millriver Wealth Management | Concord, NH | Feb 2015 - Apr 2016 | 1 |
| Meredith Village Savings Bank | Alton, NH | Feb 2011 - Feb 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- NH
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Total Assets Under Management10,769MILLIONS
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Total Number of Accounts6,390ACCOUNTS
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Average Account Value$1,685,228
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, ME, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA
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