Gregory Maxwell (CRD# 4888310) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Farmington, UT and has over 18 years of experience in the finance industry. Gregory Maxwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 2851331
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maxwell Law Group, LLC | Farmington, UT | Mar 2018 - Current | 6 |
| Gbm Management, LLC | Farmington, UT | Jan 2016 - Current | 8 |
| Amicus Settlement Planners, LLC | Farmington, UT | Mar 2013 - Current | 11 |
| Tombs Maxwell, LLP | Farmington, UT | Nov 2009 - Current | 14 |
| Amicus Financial Advisors, LLC | Farmington, UT | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2005 |
- UT
-
Total Assets Under Management439MILLIONS
-
Total Number of Accounts1,359ACCOUNTS
-
Average Account Value$322,885
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, NM, PA, TX, UT, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.