Patrick Maxwell, financial advisor Costa Mesa CA
90 score

Patrick Maxwell

CRD 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.

Similar Advisors
James Skorheim, financial advisor Costa Mesa CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Jeffrey Tilson, financial advisor Costa Mesa CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Similar Advisors
Carol Somoano, financial advisor Costa Mesa CA
Carol Somoano
CRD# 4972541
Asset Planning, Inc.
Professional Designations
Company Name Location Dates Years
Leisure Capital Management, Inc. Costa Mesa, CA Jan 2008 - Current 8
Leisure Capital Management, Inc. Costa Mesa, CA Sep 2007 - Jan 2008 < 1
Student Santa Barbara, CA Jan 2006 - Sep 2007 1

Patrick Maxwell has no recent exams reported.
Contact Info for Patrick M. Maxwell
Phone Number: (714) 384-4050
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Patrick Maxwell and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.