Reginald MaxfieldCRD Number: 5308823
Current Firm: Olympus Peaks Financial, LLC
Reginald Maxfield (CRD# 5308823) is an Investment Advisor Representative working at Olympus Peaks Financial, LLC in Midvale, UT and has over 12 years of experience in the finance industry. Reginald Maxfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Commonwealth Financial Network
Uma Financial Services Inc.
|Olympus Peaks Financial, LLC||Midvale, UT||May 2016 - Current||3|
|Olympus Peaks Financial, LLC||Midvale, UT||Feb 2016 - Current||3|
|Lpl Financial||Sandy, UT||Feb 2007 - May 2016||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management37MILLIONS
Total Number of Accounts129ACCOUNTS
Average Account Value$288,034
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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