James Maynard (CRD# 6916072) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 4 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5430557
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Napatree Capital LLC | Providence, RI | Mar 2018 - Current | 6 |
| Mresult Corp. | Mystic, CT | Oct 2016 - Dec 2017 | 1 |
| Svb Financial Group | Newton, MA | Apr 1993 - Oct 2016 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- MA
- RI
-
Total Assets Under Management157MILLIONS
-
Total Number of Accounts308ACCOUNTS
-
Average Account Value$509,220
- 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
- Pension consulting services
CT, MA, NH, RI, TX
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