Patrick MaxwellCRD Number: 6384108
Current Firm: Leisure Capital Management, Inc.
Patrick Maxwell (CRD# 6384108) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has 1 year of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Leisure Capital Management, Inc.||Costa Mesa, CA||Jan 2008 - Current||10|
|Leisure Capital Management, Inc.||Costa Mesa, CA||Sep 2007 - Jan 2008||< 1|
|Student||Santa Barbara, CA||Jan 2006 - Sep 2007||1|
Total Assets Under Management327MILLIONS
Total Number of Accounts577ACCOUNTS
Average Account Value$567,316
- A percentage of assets under your management
- Hourly charges
- 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)
CA, NH, NV, TX
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