Carrthaxton Financial Group

Carrthaxton Financial Group (CRD# 174135) is a financial advisory firm headquartered in Lexington, MA. They manage $119,825,215 in 360 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $332,848
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, MA, NH, WA

Financial Advisors at Carrthaxton Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Gregory J. Pennini
CRD#: 5627941
420 Bedford Street, Suite 330, Lexington, MA 02420
93
Wealthminder
score

Gregory Pennini (CRD# 5627941) is an Investment Advisor Representative working at Carrthaxton Financial Group in Lexington, MA and has over 9 years of experience in the finance industry.

2
Scott E. Thaxton
CRD#: 2657760
420 Bedford Street, Suite 330, Lexington, MA 02420
93
Wealthminder
score

Scott Thaxton (CRD# 2657760) is an Investment Advisor Representative working at Carrthaxton Financial Group in Lexington, MA and has over 22 years of experience in the finance industry.

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