Kris Maksimovich, financial advisor Corsicana TX

Kris Maksimovich

CRD Number: 4185617
Current Firm: Commonwealth Financial Network

Kris Maksimovich (CRD# 4185617) is an Investment Advisor Representative working at Commonwealth Financial Network in Corsicana, TX and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Global Wealth Advisors Dallas, TX Jul 2008 - Current 12
Commonwealth Financial Network Waltham, MA Apr 2008 - Current 12
Lincoln Financial Advisors Dallas, TX May 2001 - May 2008 7
American Express Financial Advisors Dallas, TX Apr 2000 - May 2001 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Apr 2000
S66 NASAA Uniform Combined State Law Examination Jun 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kris Maksimovich
Phone Number: 781-736-0700
Advisor Website: Http://www.gwadvisors.net
Registered State(s):
  • TX
  • AR
  • FL
  • IN
  • MO
  • OK
  • NM
  • CA
By the Numbers
  • Total Assets Under Management
    111,440
    MILLIONS
  • Total Number of Accounts
    436,517
    ACCOUNTS
  • Average Account Value
    $255,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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