William Maxson, financial advisor Saint Louis MO
93 score

William Maxson

CRD 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 34 years of experience in the finance industry.

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Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Jan 2003 - Current 13
The America Group St Louis, MO Mar 1982 - Current 34
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
Contact Info for William N. Maxson
Phone Number: 855-262-0913
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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