Maxwell Kiely (CRD# 7024395) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ellicott City, MD and has over 2 years of experience in the finance industry. Maxwell Kiely has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 7032841
Edward Jones
CRD# 5954281
Mercer Global Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors Corporation | Ellicott City, MD | Sep 2018 - Current | 5 |
| Little Market Cafe | Ellicott City, MD | Nov 2011 - Feb 2020 | 8 |
| University Of Maryland, College Park | College Park, MD | Jan 2018 - May 2019 | 1 |
| Starbucks | Columbia, MD | Jun 2018 - Aug 2018 | < 1 |
| Food Plenty | Clarksville, MD | Jan 2018 - Jan 2018 | < 1 |
| University Of Baltimore | Baltimore, MD | Aug 2017 - Dec 2017 | < 1 |
| Howard Community College | Columbia, MD | Aug 2015 - May 2017 | 1 |
| Starbucks | Columbia, MD | Jun 2016 - Sep 2016 | < 1 |
| Iron Bridge Wine Company | Columbia, MD | Jun 2016 - Aug 2016 | < 1 |
| Tino's Italian Bistro | Columbia, MD | Jun 2016 - Jun 2016 | < 1 |
| Mount Hebron High School | Ellicott City, MD | Jun 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- MD
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
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- Educational seminars/workshops
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