James
Mahoney
Investmark Advisory Group LLC
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About this Advisor
James Mahoney is a financial advisor operating out of Glastonbury, Connecticut who has 15 years of relevant experience. Mahoney is on the advisory team at Investmark Advisory Group LLC. Their career trajectory has included roles at Essex Capital Advisors, LLC, Mahoney Sabol & Co, Commonwealth Financial Network, Investmark Financial Services, Inc, Investmark Advisory Services, Inc and Investmark Advisory Group LLC. Mahoney holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut. Investmark Advisory Group LLC is a financial advisory firm based in Shelton, CT. The firm has offices in four locations and a total of 10 people on staff. It manages $623 million in assets under management across its 1,748 customer accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,748 customer accounts, 22% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually are based on the type of financial services. However, fees billed by Investmark Advisory Group LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investmark Advisory Group LLC Brokerage Details
$623,169,311
10
1,748
$356,504
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Mahoney Work History
James has been registered as a financial advisor for 15 years.*
Investmark Advisory Group LLC
Commonwealth Financial Network
Essex Capital Advisors, LLC
Mahoney Sabol & Co
Investmark Advisory Services, Inc
Investmark Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Mahoney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investmark Advisory Group LLC
Glastonbury, CT
Monroe, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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