Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Maxwell is a financial advisor with Burnham Gibson Wealth Advisors, LLC. Richard has over 8 years of experience in the financial services industry. Richard holds the Series 6, Series 63, and SIE licenses. Richard specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Richard serves a wide range of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Richard is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.
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.
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.
Value of plan assets
1
2
FL
01/14/2025 - Present
Burnham Gibson Wealth Advisors, LLC (TAMPA FL)
BC
Issued 06/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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