David R. Malmstedt
Professional summary
David Raymond Malmstedt, who also goes by David Malmstedt, is a registered financial advisor currently at MAXWELL FINANCIAL GROUP, INC located in Sherwood, Oregon.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. David has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Raymond Malmstedt's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 20, 2014 - Present
MAXWELL FINANCIAL GROUP, INC
Office #1: 21370 Sw Langer Farms Pkwy Suite 142-135, Sherwood, OR 97140State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/20/2014)
(3/10/2021)
Current Firm
MAXWELL FINANCIAL GROUP, INC
CRD#: 167863 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 8,800,000 |
Red Flags
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