Gloria P. Maxfield
Professional summary
Gloria P. Maxfield, who also goes by Gigi Harris, Gloria P. Harris, Gloria P Maxfield, is a registered financial advisor currently at WOMEN'S WORTH ADVISORS located in Hilton Head Island, Sc, South Carolina.
Gloria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Gloria has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gloria P. Maxfield's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 12, 2021 - Present
WOMEN'S WORTH ADVISORS
Office #1: 15 Hospital Center Common, Suite 200f, Hilton Head Island, Sc, SC 29926September 4, 2018 - February 24, 2021
LPL FINANCIAL LLC
August 14, 2018 - February 24, 2021
LPL FINANCIAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/12/2021)
(4/15/2024)
Exams
Current Firm
WOMEN'S WORTH ADVISORS
CRD#: 310961 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 121 |
| AUM (Assets Under Management) | $ 22,599,309 |
Red Flags
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