Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Healy is a registered Investment Advisor Representative in Massachusetts. James is currently registered with Main Street Financial Advisory LLC, which has an office in West Newbury, MA. James has been a part of the financial services industry since 2010 and has held previous positions at Dunkin' Brands, Inc. and Keurig Dr. Pepper. James specializes in portfolio management for individuals and financial planning and has a background in the food and beverage industry.
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.
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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MA
05/01/2024 - Present
Main Street Financial Advisory LLC (WEST NEWBURY MA)
IA
Issued 04/10/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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