MC
Maxwell Carlos
from Laurel Wealth Planning
Maxwell Carlos is a financial advisor based in Minnesota, Edina,
with 13 years of experience. Maxwell currently works for
Laurel Wealth Planning.
Maxwell maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Maxwell Carlos works at Laurel Wealth Planning
Laurel Wealth Planning is a financial advisory firm based in Edina, Minnesota. It currently has approximately $325,067,572 of assets under management and employs about 8 people. Laurel Wealth Planning uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
3300 Edinborough Way, Suite 790, Edina, Minnesota, 55435
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