James Heavey Wealth Advisors, LLC

James Heavey Wealth Advisors, LLC (CRD# 287645) is a financial advisory firm headquartered in , . They manage $9,683,672 in 98 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/company/18254708/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $98,813
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ME

Financial Advisors at James Heavey Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Heavey, financial advisor Rockport ME
James D. Heavey
CRD#: 5341076
Rockport, ME

James Heavey (CRD# 5341076) is an Investment Advisor Representative working at James Heavey Wealth Advisors, LLC in Rockport, ME and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals