Charles Maxwell, financial advisor Largo FL
93 score

Charles Maxwell

CRD 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 32 years of experience in the finance industry.

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Company Name Location Dates Years
Charles C Maxwell Largo, FL Jun 2004 - Current 12
H. Beck, Inc. Rockville, MD Jan 1995 - Current 21
Mont. Company Dept. Of Recreation Silver Spring, MD Oct 1975 - Current 41
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: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    10,457
    ACCOUNTS
  • Average Account Value
    $174,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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