R. Scott Maxwell Financial

R. Scott Maxwell Financial (CRD# 171227) is a financial advisory firm headquartered in Frisco, TX. They manage $12,427,689 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $203,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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 R. Scott Maxwell Financial
Showing 1 - 1 of 1 top financial advisors.
1
Robert S. Maxwell
CRD#: 5184829
2591 Dallas Parkway, Suite 300, Frisco, TX 75034
96
Wealthminder
score

Robert Maxwell (CRD# 5184829) is an Investment Advisor Representative working at R. Scott Maxwell Financial in Frisco, TX and has over 10 years of experience in the finance industry. Robert 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.

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