KM
KM
Kris Maksimovich
25 Years of Experience
Alpharetta, GA
2 DisclosuresBrokerSells Insurance
Kris Maksimovich is a registered investment advisor, based in Alpharetta, GA, with 25 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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Regulatory History (2)
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Customer Dispute
March 2011Denied
Criminal
December 1995Final Disposition
Other Business ActivitiesSells Insurance
Kris is an insurance agent selling fixed insurance products since 2007, and is also involved in various entities related to securities, advisory, and insurance businesses, taking up a significant portion of his time. Kris also co-owns a human resource management company and owns a real estate entity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2025 - Present · 9 mos
Merit Financial Advisors
August 2025 - Present · 9 mos
Previous Registrations
Global Wealth Advisors
October 2008 - January 2026 · 17 yrs 3 mos
Commonwealth Financial NetworkBroker
April 2008 - August 2025 · 17 yrs 4 mos
Commonwealth Financial Network
April 2008 - August 2025 · 17 yrs 4 mos
Lincoln Financial Advisors Corporation
June 2001 - April 2008 · 6 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
June 2001 - April 2008 · 6 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
June 2001 - April 2006 · 4 yrs 10 mos
American Express Financial Advisors INC.Broker
July 2000 - May 2001 · 10 mos
Ids Life Insurance CompanyBroker
July 2000 - May 2001 · 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.