Leeann Maxwell

from Ballentine Partners
SEC regulated
Regulated Investment Advisor
Leeann Maxwell is a financial advisor based in Massachusetts, Waltham, with 14 years of experience. Leeann currently works for Ballentine Partners. Leeann maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Leeann Maxwell works at Ballentine Partners
Ballentine Partners is a financial advisory firm based in Waltham, Massachusetts. It currently has approximately $7,046,095,527 of assets under management and employs about 89 people. Ballentine Partners uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and project fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and project fees
Office location
230 3rd Avenue, Suite 6, Waltham, Massachusetts, 2451

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