MV
Max C. Valavanis
J. W. COLE ADVISORS
Melbourne, FL 32901
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CRD#: 6981526
MV
Professional summary
Max Cameron Valavanis, CFP®, who also goes by Max Valavanis, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Melbourne, Florida and J.W. COLE FINANCIAL, INC. located in Melbourne, Florida.
Max is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Max has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Max Valavanis
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) VALVANIS FINANCIAL; INVESTMENT RELATED; 600 E. STRAWBRIDGE AVE MELBOURNE FL 32901; INSURANCE; SALES; 1/13/2020; 10 HOURS DEVOTED PER MONTH; 5 HOUR DEVOTED PER MONTH DURING SECURITIES TRADING HOURS; SELLING INSURANCE. (2) ACCLAIM FINANCIAL PLANNERS, INC.; INVESTMENT RELATED; 600 E. STRAWBRIDGE AVE. MELBOURNE, FL 32901; FIXED INSURANCE SALES; INSURANCE ADVISOR; 01/13/2020; 20 HOURS DEVOTED PER MONTH; 10 HOURS DEVOTED PER MONTH DURING SECURITIES TRADING HOURS; ADVISING CLIENTS ABOUT INSURANCE. (3) Fyrefly, LLC; Not investment related; 600 E Strawbridge Ave, Melbourne, FL 32901; Manager; Manage my self directed IRA; Start 2/15/2024; 1 hour/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Max Cameron Valavanis'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®
CFP®
Start date: 2021
Experience
Current
February 18, 2020 - Present
J. W. COLE ADVISORS, INC.
Office #1: 600 E. Strawbridge Avenue Suite #100, Melbourne, FL 32901Office #2: 1950 Rockledge Blvd Unit 201, Rockledge, FL 32955RIA
CRD#: 112294
Melbourne, FL
Current
February 12, 2020 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 600 E. Strawbridge Ave. Suite 100, Melbourne, FL 32901BD
CRD#: 124583
Melbourne, FL
Past
March 25, 2019 - December 13, 2019
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
TALLAHASSEE, FL
Past
August 15, 2018 - December 13, 2019
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
TALLAHASSEE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(2/12/2020)
RR
Colorado(2/24/2022)
RR
Florida(2/12/2020)
IAR
Florida(2/18/2020)
RR
Georgia(11/11/2024)
RR
Illinois(2/24/2022)
RR
Massachusetts(2/24/2022)
RR
Michigan(2/24/2022)
RR
Nebraska(2/24/2022)
RR
North Carolina(2/24/2022)
RR
Oregon(2/24/2022)
RR
South Carolina(1/22/2024)
RR
Texas(2/24/2022)
RR
Virginia(2/24/2022)
RR
Washington(2/24/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
