Maxwell
Licary
Commonwealth Financial Network
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About this Advisor
Maxwell Licary is a financial advisor based in Roscoe, Illinois, working with Commonwealth Financial Network. Maxwell has previously held positions at Cowleys Piggly Wiggly, Riteway Bus Company, Armed Forces, Colders Furniture And Appliances, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Securities America, Inc, Osaic Wealth, Inc, Commonwealth Financial Network, and Strategic Wealth Management. Maxwell has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Wisconsin. Currently, Maxwell is part of Commonwealth Financial Network, which operates out of Roscoe, Illinois. The firm has 1,762 offices and 4,850 employees. Commonwealth Financial Network manages assets totaling $209.7 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$209,735,339,476
4,850
671,650
$312,269
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Maxwell Licary Work History
Commonwealth Financial Network
Strategic Wealth Management
Osaic Wealth, Inc
Securities America, Inc
Securities America, Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Colders Furniture And Appliances
Riteway Bus Company
Armed Forces
Cowleys Piggly Wiggly
Disclosures
Please visit the SEC profile of Maxwell Licary to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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