Daniel Maxwell (CRD# 6341801) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Lubbock, TX and has over 9 years of experience in the finance industry.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
CRD# 14422
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maxwell Law Group LLP | Farmington, UT | Mar 2018 - Current | 6 |
| Society Of Settlement Planners, Inc. | Farmington, UT | Jan 2016 - Current | 8 |
| Dbm Management, LLC | Farmington, UT | Jan 2016 - Current | 8 |
| Tombs Maxwell LLP | Farmington, UT | May 2014 - Current | 9 |
| Amicus Financial Advisors, LLC | Farmington, UT | Aug 2013 - Current | 10 |
| Amicus Settlement Planners, LLC | Farmington, UT | Aug 2013 - Current | 10 |
| Freshly Picked | Farmington, UT | May 2014 - May 2015 | 1 |
| Thomson Reuters | Omaha, NE | Aug 2013 - May 2015 | 1 |
| Barbri | Omaha, NE | Aug 2013 - May 2015 | 1 |
| Creighton University School Of Law | Omaha, NE | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- UT
-
Total Assets Under Management439MILLIONS
-
Total Number of Accounts1,359ACCOUNTS
-
Average Account Value$322,885
- 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
CA, CO, NM, PA, TX, UT, WI
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