Maxwell Bigler (CRD# 7663984) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in Greenwood, IN and has 1 year of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Plans & Strategies, Inc. | Greenwood, IN | Sep 2023 - Current | < 1 |
| Charles Schwab & Company, Inc. | Westlake, TX | Jan 2023 - Aug 2023 | < 1 |
| Unemployed | Colleyville, TX | Jun 2022 - Jan 2023 | < 1 |
| Frontier | Grapevine, TX | Sep 2022 - Oct 2022 | < 1 |
| Full Time Education | Crawfordsville, IN | Aug 2018 - May 2022 | 3 |
| Gcisd | Grapevine, TX | Jun 2019 - Aug 2020 | 1 |
| Einstein's Bros. Bagel Company | Colleyville, TX | Jun 2016 - Jan 2019 | 2 |
| Full-time Education | Grapevine, TX | Aug 2013 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2023 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- IN
-
Total Assets Under Management550MILLIONS
-
Total Number of Accounts2,777ACCOUNTS
-
Average Account Value$198,010
- 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
AZ, CA, CO, FL, GA, IL, IN, KY, MI, NC, OH, SC, TX, WI
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