David Maxwell (CRD# 5979473) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Youngstown, OH and has over 11 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4628189
The Wealth Consulting Group
CRD# 4843791
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Youngstown, OH | Sep 2023 - Current | < 1 |
| Bury Financial Group | Poland, OH | Apr 2012 - Current | 12 |
| Sagepoint Financial | Poland, OH | Apr 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- KY
- OH
- SC
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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