Ian MaxwellCRD Number: 6007842
Current Firm: Sowell Management Services
Compensation Model: Both
Ian Maxwell (CRD# 6007842) is an Investment Advisor Representative working at Reviresco Wealth Advisory in San Diego, CA and has over 5 years of experience in the finance industry. Advisory Services offered through Sowell Management Services, a registered investment advisor.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Sowell Management Services||Little Rock, AR||Sep 2016 - Current||< 1|
|Concert Wealth Management, Inc.||San Jose, CA||May 2013 - Mar 2017||3|
|Transamerica Financial Advisors, Inc.||San Diego, CA||Jan 2012 - May 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2012|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Feb 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Total Assets Under Management493MILLIONS
Total Number of Accounts3,041ACCOUNTS
Average Account Value$162,159
- 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
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, OK, OR, PA, TN, TX, UT, VA, WA, WV
Advisory Services offered through Sowell Management Services, a registered investment advisor.
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