Max
Briggs
Flc Capital Advisors
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About this Advisor
Max Briggs is a financial advisor based in Palm Desert, California, working with Flc Capital Advisors. Max has previously held positions at Securities America, Inc, Flc Capital Advisors, Max Briggs Insurance, Marywood Palm Valley Board Of Directors Private School, and Osaic Wealth, Inc. Max has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Max is part of Flc Capital Advisors, which operates out of Palm Desert, California. The firm has 10 employees and manages assets totaling $651.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Flc Capital Advisors includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flc Capital Advisors Brokerage Details
$651,144,556
10
728
$894,429
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Max Briggs Work History
Osaic Wealth, Inc
Max Briggs Insurance
Securities America, Inc
Flc Capital Advisors
Marywood Palm Valley Board Of Directors Private School
Disclosures
Please visit the SEC profile of Max Briggs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Flc Capital Advisors
Palm Desert, CA
Palm Desert, CA
Palm Desert, CA
Palm Desert, CA
Palm Desert, CA
Palm Desert, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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