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MC

Max G. Corder

H R FINANCIAL SERVICES
Somers, MT
Some features on this profile are disabled
CRD#: 817390
MC

Professional summary


Max George Corder is a registered financial advisor currently at H R FINANCIAL SERVICES, INC. located in Somers, Montana.

Max is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Max has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 1 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Max George Corder'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

December 9, 2002 - Present

H R FINANCIAL SERVICES, INC.

RIA
CRD#: 116733
Somers, MT
Past

December 14, 1994 - April 29, 1996

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

February 14, 1994 - September 15, 1994

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

July 27, 1992 - February 16, 1994

AMERICAN WEALTH MANAGEMENT, INC.

BD
CRD#: 25536
ALPHARETTA, GA
Past

April 11, 1990 - December 11, 1990

KAVANAUGH SECURITIES, INC.

BD
CRD#: 10606
DALLAS, TX
Past

August 8, 1988 - July 3, 1989

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

August 13, 1985 - December 16, 1986

MADISON CAPITAL CORP.

BD
CRD#: 10950
Past

December 3, 1984 - August 19, 1985

SOURCE SECURITIES, INC.

BD
CRD#: 8026
Past

February 24, 1984 - December 11, 1984

FSC SECURITIES CORPORATION

BD
CRD#: 7461

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
Montana
(12/9/2002)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/20/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 1/21/1976
Registered Representative Examination

Current Firm


HR
H R FINANCIAL SERVICES, INC.
H R FINANCIAL SERVICES, INC.

CRD#: 116733 / SEC#:

Montana
Registered Investment Advisory firm - (8/21/1998 Approved)
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Contact information


Main Address
Somers, MT
Mailing Address
P.o. Box 2408, Bigfork, MT 59911
Phone number
(406) 393-2163
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts26
AUM (Assets Under Management)$ 19,029,570

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


H R FINANCIAL SERVICES, INC.

CRD#: 116733Somers, MT

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