Max Weinstein
Max Weinstein is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fayetteville, NC, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
208 Park Street, Fayetteville, NC, 28305
Get directionsHistory
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
Max is a managing member of Back Again, LLC, and an officer of Beacon Financial Services, Inc., an S corporation for paying employees. He also receives trails for old insurance business and is a partner in PAP Associates, LLC, a rental real estate business, dedicating minimal time to these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.