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CARRTHAXTON FINANCIAL GROUP, LLC
CARRTHAXTON FINANCIAL GROUP, LLC
CARRTHAXTON FINANCIAL GROUP
LEXINGTON, Massachusetts
·
1 registered advisor
·
CRD# 174135
SEC# 801-106513
1
(781) 861-9700
01
Firm Overview
AUM
$140M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CARRTHAXTON FINANCIAL GROUP, LLC
1 registered advisor
Scott Edward Thaxton
LEXINGTON, Massachusetts
CRD# 2657760
05
Office Locations
LEXINGTON, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. CARRTHAXTON FINANCIAL GROUP, LLC (CRD# 174135) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.