Max
Briggs

Flc Capital Advisors

CRD#2737513
Investment Advisor
in Palm Desert, CA

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

44750 Village Ct
Palm Desert, CA 92260

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Flc Capital Advisors Brokerage Details

Total Assets Under Management

$651,144,556

CA Average: $7,578,581,321
Total Number of Employees

10

CA Average: 43
Total Number of Accounts

728

CA Average: 3,727
Average Account Size

$894,429

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Max Briggs Work History

2024 - Present (1 year)

Osaic Wealth, Inc

1997 - Present (28 years)

Max Briggs Insurance

1996 - Present (29 years)

Flc Capital Advisors

2007 - 2015 (8 years)

Marywood Palm Valley Board Of Directors Private School

1996 - 2024 (28 years)

Securities America, Inc

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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

Phillip Niblo
Palm Desert, CA
Jeremy Ofseyer
Palm Desert, CA
Bruce Durkee
Palm Desert, CA
Daniel Neil
Palm Desert, CA
Max Briggs
Palm Desert, CA
Daniel Brush
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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