James
Maimone
Summit Financial, LLC
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About this Advisor
James Maimone is a financial advisor based in Adelphia, New Jersey, working with Summit Financial, LLC. James has previously held positions at Cedar Hill Swim Club, St. Peter's University Hospital, New World Pizza, Summit Equities, Inc, Summit Risk Management, Inc, Summit Financial Resources, Inc, Purshe Kaplan Sterling Investments, and Summit Financial, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, James is part of Summit Financial, LLC, which operates out of Adelphia, New Jersey. The firm has 40 offices and 236 employees. The firm manages assets totaling $8.0 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, pension consulting services, and selection of other advisers. The fee structure at Summit Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$8,015,765,521
236
13,712
$584,580
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
James Maimone Work History
Purshe Kaplan Sterling Investments
Summit Financial, LLC
Summit Financial Resources, Inc
Summit Equities, Inc
Summit Risk Management, Inc
St. Peter'S University Hospital
New World Pizza
Cedar Hill Swim Club
Disclosures
Please visit the SEC profile of James Maimone 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 Summit Financial, LLC
Landing, NJ
Naples, FL
Parsippany, NJ
Adelphia, NJ
Adelphia, NJ
Parsippany, NJ
Parsippany, NJ
Leesburg, VA
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