Ian Maxwell, financial advisor San Diego CA
100 score

Ian Maxwell

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Ian R. Maxwell
By the Numbers
  • Total Assets Under Management
    493
    MILLIONS
  • Total Number of Accounts
    3,041
    ACCOUNTS
  • Average Account Value
    $162,159
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Advisory Services offered through Sowell Management Services, a registered investment advisor.

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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