Anatol
Maxwell

Lpl Financial LLC

CRD#4543737
Investment Advisor
in Wilmington, DE

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About this Advisor

Anatol Maxwell is a financial advisor based in Wilmington, Delaware, working with Lpl Financial LLC. Anatol has previously held positions at Ameriprise Financial Services, Inc and Lpl Financial LLC. Anatol has passed the Series 66 regulatory exam and is registered to provide services in Delaware and Texas. Currently, Anatol is part of Lpl Financial LLC, which operates out of Wilmington, Delaware. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

501 Silverside Rd Ste 32
Wilmington, DE 19809-1388

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

DE Average: $646,059,043
Total Number of Employees

35,841

DE Average: 13
Total Number of Accounts

1,910,545

DE Average: 661
Average Account Size

$242,588

DE Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Anatol Maxwell Work History

2020 - Present (4 years)

Lpl Financial LLC

2002 - 2020 (18 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Anatol Maxwell 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Andrew Hamsher
San Diego, CA
Erin Gast
Houghton, MI
Joseph Mccormick
Madison, WI
Jason Cullen
Danville, KY
Ricardo Rodriguez
Whittier, CA
Jeffrey Nessel
Leawood, KS
Griffin Lamie
Atlanta, GA

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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