Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Mahoney is a Registered Investment Advisor representative of LNW Wealth Management, LLC in Seattle, WA. James has been in the industry since January 2006. James holds a Series 65 license and has been registered with the state of Washington since December 2020. James has previously worked at Filament, LLC. LNW Wealth Management, LLC specializes in financial planning, portfolio management, and educational seminars for individuals, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
12/04/2020 - Present
LNW (SEATTLE WA)
IA
Issued 05/06/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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