Waxman Financial

Waxman Financial (CRD# 141543) is a financial advisory firm headquartered in , . They manage $24,050,000 in 115 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $209,130
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.

FL

Financial Advisors at Waxman Financial
Showing 1 - 2 of 2 top financial advisors.
1
Andrew B. Waxman
CRD#: 4286534
Parkland, FL
96
Wealthminder
score

Andrew Waxman (CRD# 4286534) is an Investment Advisor Representative working at Waxman Financial in Parkland, FL and has over 17 years of experience in the finance industry. Andrew Waxman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey B. Waxman
CRD#: 5210211
Parkland, FL
96
Wealthminder
score

Jeffrey Waxman (CRD# 5210211) is an Investment Advisor Representative working at Waxman Financial in Parkland, FL and has over 18 years of experience in the finance industry. Jeffrey Waxman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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