James M. Healy
Professional summary
James M Healy, who also goes by James M. Healy, is a registered financial advisor currently at MAIN STREET FINANCIAL ADVISORY LLC located in West Newbury, Massachusetts.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. James has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James M Healy's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2024 - Present
MAIN STREET FINANCIAL ADVISORY LLC
Office #1: 291 Main Street, West Newbury, MA 01985State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/1/2024)
Current Firm
MAIN STREET FINANCIAL ADVISORY LLC
CRD#: 308095 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 26,938,000 |
Red Flags
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Company Information
MAIN STREET FINANCIAL ADVISORY LLC
CRD#: 308095West Newbury, MA 01985TRUST BUT VERIFY
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