James D. Maxon Financial Advisors, LLC

James D. Maxon Financial Advisors, LLC (CRD# 126621) is a financial advisory firm headquartered in Woburn, MA. They manage $17,200,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $264,615
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
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.

MA

Financial Advisors at James D. Maxon Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James D. Maxon
CRD#: 3158896
8 Cedar Street, Suite 44, Woburn, MA 01801
93
Wealthminder
score

James Maxon (CRD# 3158896) is an Investment Advisor Representative working at James D. Maxon Financial Advisors, LLC in Woburn, MA and has over 17 years of experience in the finance industry.

2
Michael J. Gouvalaris
CRD#: 6232582
8 Cedar Street, Suite 44, Woburn, MA 01801
90
Wealthminder
score

Michael Gouvalaris (CRD# 6232582) is an Investment Advisor Representative working at James D. Maxon Financial Advisors, LLC in Woburn, MA and has over 4 years of experience in the finance industry.

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