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Maxwell C Wallace

Dover Advisors, LLC

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About Maxwell C Wallace

Maxwell C. Wallace is an Investment Advisor Representative associated with Dover Advisors, LLC, based in RICHMOND, VA. Maxwell has been in the industry since 04/1997. Maxwell has a Series 65 license. Maxwell is registered with the state of Virginia as an Investment Advisor Representative. Maxwell specializes in Financial Planning and Portfolio Management for Individuals.

Firm Information

Maxwell Wallace is currently registered with Dover Advisors, LLC. Dover Advisors, LLC is a Registered Investment Advisor (RIA) headquartered in with approximately $332,550,000 in regulatory assets under management. Dover Advisors specializes in providing financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, and charitable organizations. They have a team of 5 investment adviser representatives and 1 licensed agent.

$332.55M

Assets Under Management

Not reported

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Maxwell Wallace’s Registration & Firm History

VA

04/25/2023 - Present

Dover Advisors, LLC (RICHMOND VA)

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Licenses & Designations

IA

Issued 04/25/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maxwell C Wallace.
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