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Ian R. Maxwell

REVIRESCO WEALTH ADVISORY LLC
LA JOLLA, CA
Some features on this profile are disabled
CRD#: 6007842
IM

Professional summary

Ian Reid Maxwell is a registered financial advisor currently at REVIRESCO WEALTH ADVISORY LLC located in La Jolla, California.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ian has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) REVIRESCO WEALTH ADVISORY, Title: LIFE INSURANCE AND FINANCIAL PLANNING, Description: CLIENT SERVICING FOR FINANCIAL PLANNING, LIFE INSURANCE AND ANNUITY SALES DBA FOR IA BUSINESS�, Start Date: 05-01-2013, Address: 4660 LA JOLLA VILLAGE DRIVE, SUITE 100 SAN DIEGO, CA 92122, Investment-related? YES, Hours per month: 50, During trading hours: 15 (2) REVIRESCO COLLEGE PLANNING;�, Title: COLLEGE PLANNING, Description: OFFER FAMILIES WITH HIGH SCHOOL AGED KIS ADVICE AND GUIDANCE ON PREPARING THE KIDS FOR COLLEGE, ASSESSING CAREER INTERESTS, DEVELOPING A LIST OF LIKELY SCHOOLS, STUDENT ESSAYS, STUDENT SAT PREP, FINANCIAL FORMS, FINANCIAL AID, SCHOLARSHIPS, EFC CALCULATIONS, AND GENERAL COLLEGE FUNDING STRATEGIES�, Start Date: 08-01-2018, Address: 4660 LA JOLLA VILLAGE DRIVE, SUITE 100 SAN DIEGO, CA 92122, Investment-related? NO, Hours per month: 30, During trading hours: 20 (3) THE MAXWELL GROUP, Title: OWNER/CEO, Description: PROVIDE TAX PLANNING, TAX PREPARATION, OR OVERALL FINANCIAL ORGANIZATION SERVICES ON A FEE FOR SERVICE BASIS., Start Date: 08-01-2022, Address: 4660 LA JOLLA VILLIAGE DRIVE, SUITE 100 SAN DIEGO, CA 92122�, Investment-related? NO, Hours per month: 120, During trading hours: 80

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Reid Maxwell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 10, 2024 - Present

REVIRESCO WEALTH ADVISORY LLC

RIA
CRD#: 329236
LA JOLLA, CA
Past

November 13, 2020 - June 28, 2024

VIRTUE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 167816
LA JOLLA, CA
Past

November 2, 2017 - November 18, 2020

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
San Diego, CA
Past

September 30, 2016 - December 7, 2017

SOWELL MANAGEMENT

RIA
CRD#: 127145
San Diego, CA
Past

May 21, 2013 - March 24, 2017

CONCERT WEALTH MANAGEMENT

RIA
CRD#: 141253
SAN DIEGO, CA
Past

May 16, 2012 - May 22, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
SAN DIEGO, CA
Past

February 27, 2012 - May 22, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(7/10/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/6/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/24/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 2/24/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RW
REVIRESCO WEALTH ADVISORY LLC
REVIRESCO WEALTH ADVISORY LLC

CRD#: 329236 / SEC#:

California
Registered Investment Advisory firm - (7/10/2024 Approved)
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Contact information

Main Address
La Jolla, CA
Mailing Address
888 Prospect Street Village Of La Jolla Suite 200, La Jolla, CA 92037
Phone number
(858) 215-1183
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts35
AUM (Assets Under Management)$ 2,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

REVIRESCO WEALTH ADVISORY LLC

CRD#: 329236La Jolla, CA

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