William MaxsonCRD Number: 1061416
Current Firm: On Investment Management Co
William Maxson (CRD# 1061416) is an Investment Advisor Representative working at On Investment Management Co in Saint Louis, MO and has over 35 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|The O.n. Equity Sales Company||Cincinnati, OH||Jan 2003 - Current||15|
|The America Group||St Louis, MO||Mar 1982 - Current||35|
|The America Group Financial Advisory Services, LLC||St. Louis, MO||Apr 2004 - Aug 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
|S65||NASAA Investment Advisors Law Examination||Jun 1995|
Total Assets Under Management832MILLIONS
Total Number of Accounts6,888ACCOUNTS
Average Account Value$120,767
- 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
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV