Waxman Financial

Waxman Financial (CRD# 141543) is a financial advisory firm headquartered in , . They manage $29,273,782 in 113 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.waxmanfinancial.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $259,060
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Waxman Financial
Showing 1 - 2 of 2 top financial advisors.
1
Andrew Waxman, financial advisor Parkland FL
Andrew B. Waxman
CRD#: 4286534
Parkland, FL

Andrew Waxman (CRD# 4286534) is an Investment Advisor Representative working at Waxman Financial in Parkland, FL and has over 23 years of experience in the finance industry.

2
Jeffrey Waxman, financial advisor Parkland FL
Jeffrey B. Waxman
CRD#: 5210211
Parkland, FL

Jeffrey Waxman (CRD# 5210211) is an Investment Advisor Representative working at Waxman Financial in Parkland, FL and has over 24 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.

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