Trevor Maxwell, financial advisor Suffolk VA

Trevor Maxwell

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Trevor Maxwell
Phone Number: 678-583-1120
Registered State(s):
  • FL
  • VA
By the Numbers
  • Total Assets Under Management
    284
    MILLIONS
  • Total Number of Accounts
    913
    ACCOUNTS
  • Average Account Value
    $310,779
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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