Trevor Maxwell (CRD# 6950418) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Suffolk, VA and has over 5 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kms Financial Services, Inc. | Seattle, WA | May 2019 - Current | 4 |
| Ohio National Financial Services | Cincinnati, OH | May 2018 - Current | 5 |
| The O.n. Equity Sales Company | Cincinnati, OH | May 2018 - Jul 2018 | < 1 |
| United States Navy | Virginia Beach, VA | Jan 1998 - Apr 2018 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2018 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- VA
-
Total Assets Under Management365MILLIONS
-
Total Number of Accounts1,630ACCOUNTS
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Average Account Value$224,056
- A percentage of assets under your management
- 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
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IN, LA, MA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI
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