Ian Maxwell
CRD Number: 6007842Current Firm: Virtue Capital Management, LLC
Compensation Model: Both
Ian Maxwell (CRD# 6007842) is an Investment Advisor Representative working at Reviresco Wealth Advisory in San Diego, CA and has over 5 years of experience in the finance industry. Investment Advisory Representative of Retirement Wealth Advisors Inc. (RWA). Investment Advisory Services are offered through RWA.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Virtue Capital Management, LLC | Brentwood, TN | Nov 2020 - Current | 3 |
Reviresco College Planning | San Diego, CA | Aug 2018 - Current | 5 |
Reviresco Wealth Advisory | San Diego, CA | Jan 2017 - Current | 7 |
Retirement Wealth Advisors | San Diego, CA | Oct 2017 - Nov 2020 | 3 |
Sowell Financial Services, LLC | North Little Rock, AR | Jan 2016 - Dec 2017 | 1 |
Concert Wealth Management, Inc. | San Jose, CA | May 2013 - Jan 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2012 |
S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
- CA
-
Total Assets Under Management787MILLIONS
-
Total Number of Accounts6,111ACCOUNTS
-
Average Account Value$128,861
- 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
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
Investment Advisory Representative of Retirement Wealth Advisors Inc. (RWA). Investment Advisory Services are offered through RWA.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.