Trevor MaxwellCRD Number: 6950418
Current Firm: Cape Investment Advisory, Inc.
Trevor Maxwell (CRD# 6950418) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Suffolk, VA and has over 4 years of experience in the finance industry.
Fidelity Personal And Workplace Advisors
Cambridge Investment Research Advisors, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Kms Financial Services, Inc.||Seattle, WA||May 2019 - Current||3|
|Ohio National Financial Services||Cincinnati, OH||May 2018 - Current||4|
|The O.n. Equity Sales Company||Cincinnati, OH||May 2018 - Jul 2018||< 1|
|United States Navy||Virginia Beach, VA||Jan 1998 - Apr 2018||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2018|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management284MILLIONS
Total Number of Accounts913ACCOUNTS
Average Account Value$310,779
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IN, LA, MA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI
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