David MaxwellCRD Number: 5979473
Current Firm: Sagepoint Financial, Inc.
David Maxwell (CRD# 5979473) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Youngstown, OH and has over 5 years of experience in the finance industry.
Wealthcare Capital Management LLC
Arnett Carbis Toothman Wealth Advisors LLC
Ameriprise Financial Services, Inc.
|Bury Financial Group||Poland, OH||Apr 2012 - Current||6|
|Sagepoint Financial||Poland, OH||Apr 2012 - Current||6|
|Unemployed||Canfield, OH||Dec 2011 - Apr 2012||< 1|
|J Arnold & Associates||Boardman, OH||Aug 2011 - Dec 2011||< 1|
|Huntington National Bank||Canfield, OH||Aug 2010 - May 2011||< 1|
|Youngstown State University||Youngstown, OH||Aug 2008 - May 2011||2|
|Elliotts Garden Center||Poland, OH||May 2008 - Aug 2010||2|
|Warehouse Enterprise||North Lima, OH||May 2008 - Aug 2008||< 1|
|Baldwin Wallace University||Berea, OH||Aug 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S65||NASAA Investment Advisors Law Examination||Nov 2015|
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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