Brian Maxfield is a CFP-designated registered investment advisor, based in Medway, MA, with 27 years of industry experience.
Location
165 Village St, Medway, MA, 02053
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian works as a financial planner and provides asset management services through Richardson Financial Services, dedicating about half of his time. He also works as an agent/representative for JR Insurance Brokerage, selling fixed annuities, term life insurance, and LTC with minimal time commitment, and coaches pickleball a few hours per week.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
Richardson Financial Services
Previous Registrations
First Allied Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 states
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