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Maxwell Leonard Hacker is a financial advisor with Pure Financial Advisors, LLC, located in San Diego, CA. Maxwell has been in the industry for over 12 years and is a CERTIFIED FINANCIAL PLANNER™ professional. Maxwell holds a Series 66 license, a Series 7 license, and a Series 7TO license. Prior to joining Pure Financial Advisors, LLC, Maxwell worked at TMF INVESTMENTS, T. ROWE PRICE INVESTMENT SERVICES, INC., and EDWARD JONES. Maxwell has worked in the Alexandria, VA, Owings Mills, MD, and Charleston, SC, offices of these firms. Maxwell specializes in financial planning, portfolio management for individuals, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
03/28/2024 - Present
Pure Financial Advisors, LLC (SAN DIEGO CA)
VA
11/11/2020 - 07/27/2022
TMF INVESTMENTS (ALEXANDRIA VA)
MD
05/10/2011 - 10/24/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
SC
07/12/2010 - 01/31/2011
EDWARD JONES (CHARLESTON SC)
BOTH
Issued 07/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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