Maxim Makhnyk, financial advisor Spokane Valley WA

Maxim Makhnyk

CRD Number: 7151808
Current Firm: Lpl Financial LLC

Maxim Makhnyk (CRD# 7151808) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane Valley, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Spokane Valley, WA May 2022 - Current 2
Trustage/cmg/cbsi Waverly, IA May 2021 - Current 3
Unemployed Mead, WA Feb 2021 - May 2021 < 1
Edward Jones St Louis, MO Jul 2019 - Feb 2021 1
Mw Consulting Engineers Spokane, WA Apr 2016 - Jul 2019 3
Orchid Film Studios Spokane, WA Jan 2012 - Apr 2019 7
Cellular Plus Cheney, WA Dec 2015 - Mar 2016 < 1
Presentation Switchers Cheney, WA Dec 2014 - Oct 2015 < 1
Outback Steakhouse Spokane, WA Aug 2014 - May 2015 < 1
Eastern Washington University Cheney, WA Jan 2012 - Apr 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Maxim N. Makhnyk
Phone Number: 704-733-3300
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, VI, VT, WA, WI, WV, WY

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