Otoniel
Maxwell
Buckingham Strategic Wealth, LLC
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About this Advisor
Otoniel Maxwell is a financial advisor based in Portland, Oregon, working with Buckingham Strategic Wealth, LLC. Otoniel has previously held positions at Omaha Press Club, Td Ameritrade, Fisher Investments, Northwestern Mutual, Msr Group, Bristol Windows, Fairfield Inn & Suites, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Star Oilco, Holiday Inn Express, Roi Financial Advisors LLC, Cascadia Advisory Services, LLC, Mariner Wealth Advisors, and Buckingham Strategic Wealth, LLC. Otoniel has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Otoniel is part of Buckingham Strategic Wealth, LLC, which operates out of Portland, Oregon. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 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, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$28,824,339,793
645
50,014
$576,325
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
Otoniel Maxwell Work History
Buckingham Strategic Wealth, LLC
Cascadia Advisory Services, LLC
Mariner Wealth Advisors
Roi Financial Advisors LLC
Bank Of America, N.A
Star Oilco
Holiday Inn Express
Merrill Lynch, Pierce, Fenner & Smith Inc
Fisher Investments
Msr Group
Fairfield Inn & Suites
Td Ameritrade
Northwestern Mutual
Bristol Windows
Td Ameritrade
Omaha Press Club
Disclosures
Please visit the SEC profile of Otoniel 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 Buckingham Strategic Wealth, LLC
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Ridgeland, MS
Portland, OR
Saint Louis, MO
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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