Charles MaxwellCRD Number: 1268385
Current Firm: H. Beck, Inc.
Charles Maxwell (CRD# 1268385) is an Investment Advisor Representative working at H. Beck, Inc. in Largo, FL and has over 33 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Charles C Maxwell||Largo, FL||Jun 2004 - Current||13|
|H. Beck, Inc.||Rockville, MD||Jan 1995 - Current||22|
|Mont. Company Dept. Of Recreation||Silver Spring, MD||Oct 1975 - Current||42|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV