Ian Maxwell
CRD Number: 6007842Current Firm: Virtue Capital Management, LLC
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. Investment Advisory Representative of Retirement Wealth Advisors Inc. (RWA). Investment Advisory Services are offered through RWA.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Virtue Capital Management, LLC | Brentwood, TN | Nov 2020 - Current | 3 |
| Reviresco College Planning | San Diego, CA | Aug 2018 - Current | 5 |
| Reviresco Wealth Advisory | San Diego, CA | Jan 2017 - Current | 7 |
| Retirement Wealth Advisors | San Diego, CA | Oct 2017 - Nov 2020 | 3 |
| Sowell Financial Services, LLC | North Little Rock, AR | Jan 2016 - Dec 2017 | 1 |
| Concert Wealth Management, Inc. | San Jose, CA | May 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
- CA
-
Total Assets Under Management787MILLIONS
-
Total Number of Accounts6,111ACCOUNTS
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Average Account Value$128,861
- 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
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
Investment Advisory Representative of Retirement Wealth Advisors Inc. (RWA). Investment Advisory Services are offered through RWA.
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