Samuel Maxwell (CRD# 2136258) is an Investment Advisor Representative working at Executive Wealth Group, LLC in Kirkland, WA and has over 32 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bordeaux Wealth Advisors | Kirkland, WA | May 2024 - Current | < 1 |
| Executive Wealth Group, LLC | Kirkland, WA | Apr 2017 - May 2024 | 7 |
| Morgan Stanley Smith Barney | Seattle, WA | Jan 2008 - Apr 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1991 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1992 |
- TX
- WA
-
Total Assets Under Management394MILLIONS
-
Total Number of Accounts220ACCOUNTS
-
Average Account Value$1,792,962
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX, WA
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