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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Maxwell is a financial advisor with Mill Creek Capital Advisors, LLC. Brian has been in the industry since 1988 and has worked with a variety of clients, including high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. Brian is a Chartered Financial Analyst and is registered with the state of Pennsylvania. Brian's firm specializes in providing financial planning, portfolio management, and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
02/07/2011 - Present
Mill Creek Capital Advisors, LLC (CONSHOHOCKEN PA)
PA
07/13/2004 - 10/02/2007
YP, LLC (PITTSBURGH PA)
PA
04/17/2000 - 11/20/2002
YP, LLC (PITTSBURGH PA)
NA
04/04/1994 - 12/01/1994
PARKER/HUNTER INCORPORATED
NA
03/01/1994 - 04/19/1994
PNC BROKERAGE CORP
NA
08/19/1992 - 03/11/1994
GNA SECURITIES, INC.
NA
12/01/1989 - 09/13/1990
HIBBARD BROWN & CO., INC.
NA
09/01/1988 - 12/18/1989
KEOGLER, MORGAN & COMPANY, INC.
NA
08/23/1988 - 09/02/1988
COLEMAN FINANCIAL SERVICES, INC.
BOTH
Issued 09/27/2000
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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