Robert Maxwell, financial advisor Coppell TX

Robert Maxwell

CRD Number: 5184829
Current Firm: Collective Wealth Advisors LLC

Robert Maxwell (CRD# 5184829) is an Investment Advisor Representative working at Collective Wealth Advisors LLC in Coppell, TX and has over 17 years of experience in the finance industry. Robert 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.

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Professional Designations
Company Name Location Dates Years
Mattamy Homes Farmers Branch, TX Aug 2022 - Current 1
Collective Wealth Advisors LLC Coppell, TX Apr 2021 - Current 2
R. Scott Maxwell, Sole Proprietor Frisco, TX Dec 2008 - Current 15
Lennar Irving, TX Sep 2019 - Jul 2022 2
R. Scott Maxwell Financial Dallas, TX Nov 2014 - Dec 2021 7
Talis Advisory Services, LLC Plano, TX May 2007 - Nov 2014 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for Robert S. Maxwell
Phone Number: 214-427-1427
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $198,351
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, FL, TX

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