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Terry Maxwell, financial advisor Troy MI

Terry Maxwell

CRD Number: 1008784
Current Firm: Maxwell Investment Advisory Services

Terry Maxwell (CRD# 1008784) is an Investment Advisor Representative working at Maxwell Investment Advisory Services in Troy, MI and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Maxwell Advisory Services Troy, MI May 1985 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Terry G. Maxwell
101 W. Big Beaver Rd, 14th Floor, Troy, MI 48084
Phone Number: 248-362-3100
Registered State(s):
  • AZ
  • MI
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Current Firm Details
Maxwell Investment Advisory Services
Firm's CRD Number: 104922
101 West Big Beaver Rd., 14th Floor, Troy, MI 48084
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $242,481
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, MI

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