James
Mahoney
Kestra Advisory Services, LLC
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About this Advisor
James Mahoney is a financial advisor based in Northampton, Massachusetts, working with Kestra Advisory Services, LLC. James has previously held positions at H.D. Vest Investment Services, H.D. Vest Advisory Services, Nfp Securities, Inc, Kestra Investment Services, LLC, and Kestra Advisory Services, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, James is part of Kestra Advisory Services, LLC, which operates out of Northampton, Massachusetts. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Mahoney Work History
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Nfp Securities, Inc
H.D. Vest Investment Services
H.D. Vest Advisory Services
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 Kestra Advisory Services, LLC
Mckinney, TX
Austin, TX
Austin, TX
Austin, TX
Willowbrook, IL
Pittsburgh, PA
South Burlington, VT
Austin, TX
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