Laura
Maxfield
Ci Private Wealth
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About this Advisor
Laura Maxfield is a certified financial planner working in Dallas, Texas who has 1 year of industry experience. Maxfield works at Ci Private Wealth. The advisor has gained experience at Lee Financial Company, LLC, Ci Rgt Private Wealth and Rgt Wealth Advisors, LLC. Maxfield holds a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Texas. Ci Private Wealth is an advisory firm based in Miami, FL. The firm has offices in 28 locations and a total of 825 employees. It has $95 billion in total assets among its 79,738 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 504 charitable organizations. Of its 79,738 customer accounts, 51% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules typically are based on the type of financial services provided. Fee types billed by Ci Private Wealth most likely consist of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$94,617,046,882
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
825
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
79,738
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$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Laura Maxfield Work History
Laura has been registered as a financial advisor for 1 years.*
Ci Rgt Private Wealth
Rgt Wealth Advisors, LLC
Lee Financial Company, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Laura Maxfield 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 Ci Private Wealth
Menlo Park, CA
Itasca, IL
New York, NY
San Diego, CA
Dallas, TX
New York, NY
Miami, FL
Morristown, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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