Maxwell Harcey (CRD# 7779749) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has 1 year of experience in the finance industry.
CRD# 5573350
Packerland Brokerage Services, Inc.
CRD# 1498354
Securities America Advisors, Inc.
CRD# 2176188
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisors Management Group | Lacrosse, WI | May 2022 - Current | 2 |
| University Of Wisconsin-lacrosse | Lacrosse, WI | Sep 2020 - Current | 3 |
| Freighthouse | Lacrosse, WI | Sep 2021 - May 2022 | < 1 |
| Kwik Trip | Lacrosse, WI | Jun 2020 - Sep 2021 | 1 |
| 3rt | West Salem, WI | Apr 2020 - Jun 2020 | < 1 |
| Logan High School | Lacrosse, WI | Sep 2016 - May 2020 | 3 |
| Red Lobster | Lacrosse, WI | Jun 2019 - Apr 2020 | < 1 |
| School | Lacrosse, WI | Jan 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- WI
-
Total Assets Under Management615MILLIONS
-
Total Number of Accounts4,689ACCOUNTS
-
Average Account Value$131,056
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, FL, GA, IA, IL, LA, MI, MN, MT, NC, NE, NH, OH, SC, TX, WA, WI
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