Terry G. Maxwell
Professional summary
Terry George Maxwell is a registered financial advisor currently at MAXWELL INVESTMENT ADVISORY SERVICES located in Troy, Michigan.
Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Terry has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terry George Maxwell's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 9, 1996 - Present
MAXWELL INVESTMENT ADVISORY SERVICES
Office #1: 101 W. Big Beaver Rd 14th Floor, Troy, MI 48084March 2, 1987 - July 16, 2003
MAXWELL FINANCIAL GROUP
December 19, 1984 - April 7, 1987
MUTUAL SERVICE CORPORATION
July 7, 1983 - January 23, 1985
E. F. HUTTON & COMPANY INC
January 12, 1983 - August 11, 1983
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/12/2012)
(10/27/2011)
Exams
Current Firm
MAXWELL INVESTMENT ADVISORY SERVICES
CRD#: 104922 / SEC#: 801-23402
Contact information
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 9,072,986 |
Red Flags
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