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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $189,197
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

TX

Financial Advisors at Maxwell Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Katherine L. Maxwell
CRD#: 1048342
Dallas, TX
96
Wealthminder
score

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.

2
Cheryl H. Albright
CRD#: 2629581
Draper, UT
93
Wealthminder
score

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.

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