Brian Maxfield, financial advisor Medway MA

Brian Maxfield

CRD Number: 3046156
Current Firm: Richardson Financial Services

Brian Maxfield (CRD# 3046156) is an Investment Advisor Representative working at Richardson Financial Services in Medway, MA and has over 25 years of experience in the finance industry.

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Lido
Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Mar 2020 - Current 4
Richardson Financial Services Medway, MA Jan 2004 - Current 20
First Allied Securities, Inc. San Diego, CA Jan 2004 - Mar 2020 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Jul 2004
Contact Info for Brian H. Maxfield
Phone Number: 508.533.2335
Firm Website: http://www.rfsria.com
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    145
    MILLIONS
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $423,577
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MA, NC, NH, TX

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