Maxwell Financial Services, Inc.
Maxwell Financial Services, Inc. (CRD# 168944) is a financial advisory firm headquartered in , . They manage $10,216,615 in 54 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$189,197
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Katherine Maxwell (CRD# 1048342) is an Investment Advisor Representative working at Maxwell Financial Services, Inc. in Dallas, TX and has over 35 years of experience in the finance industry. Katherine Maxwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cheryl Albright (CRD# 2629581) is an Investment Advisor Representative working at Maxwell Financial Services, Inc. in Draper, UT and has over 9 years of experience in the finance industry.