Charles Maxwell, financial advisor Largo FL

Charles Maxwell

CRD Number: 1268385
Current Firm: Grove Point Advisors, LLC

Charles Maxwell (CRD# 1268385) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Largo, FL and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Grove Point Advisors, LLC Rockville, MD Apr 2021 - Current 2
Grove Point Investments, LLC Rockville, MD Apr 2021 - Current 2
Charles C Maxwell Largo, FL Jun 2004 - Current 19
Mont. Company Dept. Of Recreation Silver Spring, MD Oct 1975 - Current 48
H. Beck, Inc. Rockville, MD Jan 1995 - Mar 2021 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Charles C. Maxwell
Phone Number: 301-944-5900
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,927
    MILLIONS
  • Total Number of Accounts
    8,355
    ACCOUNTS
  • Average Account Value
    $230,614
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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