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Max August Vordenbaum

Oakwood Capital Securities, Inc.

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About Max August Vordenbaum

Max August Vordenbaum is a financial professional based in Austin, Texas. Max has been in the financial industry since 2020 and is currently registered with Oakwood Capital Securities, Inc. Max is a licensed Series 7TO, SIE, and Series 63 representative. Max has previous experience with PURSHE KAPLAN STERLING INVESTMENTS and AXA ADVISORS, LLC.

Firm Information

Max Vordenbaum is currently registered with Oakwood Capital Securities, Inc.. Oakwood Capital Securities, Inc. is a corporation formed in May 1987. They are registered with the SEC and in 49 states.

Not reported

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Max Vordenbaum’s Registration & Firm History

TX

08/20/2024 - Present

Oakwood Capital Securities, Inc. (Austin TX)

TX

01/03/2020 - 01/16/2024

PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)

TX

07/15/2019 - 12/10/2019

AXA ADVISORS, LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 03/19/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/24/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Max August Vordenbaum.
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