Jeffrey MaxwellCRD Number: 4578335
Current Firm: The Legacy Financial Group, Inc.
Jeffrey Maxwell (CRD# 4578335) is an Investment Advisor Representative working at The Legacy Financial Group, Inc. in Tulsa, OK and has over 14 years of experience in the finance industry.
Bok Financial Advisors
Warburton Capital Management, LLC
|The Legacy Financial Group, Inc.||Tulsa, OK||Aug 2005 - Current||11|
|Morse Capital Management Inc.||Tulsa, OK||May 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2002|
Total Assets Under Management205MILLIONS
Total Number of Accounts1,110ACCOUNTS
Average Account Value$184,953
- 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
- Pension consulting services
AR, KS, MO, OK, TX
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