Max
Rockwell
Wealthshield LLC
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About this Advisor
Max Rockwell is a financial advisor based in Cary, North Carolina, working with Wealthshield LLC. Max has previously held positions at Fidelity Brokerage Services LLC, Publicis Hawkeye, The Ayco Company, L.P./Mercer Allied, Wealthshield LLC, and Golden State Asset Management. Max has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Max is part of Wealthshield LLC, which operates out of Cary, North Carolina. The firm has 3 employees and offers services including portfolio management for institutional clients, market timing services, and other services. The fee structure at Wealthshield LLC includes asset-based and fixed fees.
Certifications and Registrations
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Wealthshield LLC Brokerage Details
3
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Market timing services
- Other
Max Rockwell Work History
Golden State Asset Management
Wealthshield LLC
The Ayco Company, L.P./Mercer Allied
Fidelity Brokerage Services LLC
Publicis Hawkeye
Disclosures
Please visit the SEC profile of Max Rockwell 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 Wealthshield LLC
Cary, NC
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