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Max A Briggs

FLC CAPITAL ADVISORS·PALM DESERT, California
Unclaimed Profile
44750 VILLAGE COURT, PALM DESERT, CA 92260CRD# 2737513Firm CRD# 111822
01

About

Max A Briggs is a registered financial advisor based in PALM DESERT, California, affiliated with FLC CAPITAL ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FLC CAPITAL ADVISORS
FLC CAPITAL ADVISORS
AUM
$651M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at FLC CAPITAL ADVISORS →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: SOLICITOR/REFERRAL FEES
Regulatory
SEC/IARD CRD# 2737513
Firm CRD# 111822
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Max A Briggs offer?
Max A Briggs specializes in Financial Planning, Investment Management. Contact their office in PALM DESERT, California for a consultation.
What are Max A Briggs's credentials?
Max A Briggs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Max A Briggs located?
Max A Briggs is based in PALM DESERT, California, working with FLC CAPITAL ADVISORS. Their office serves clients in the PALM DESERT metropolitan area and surrounding communities.
How does Max A Briggs charge for services?
Max A Briggs's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLC CAPITAL ADVISORS?
FLC CAPITAL ADVISORS has approximately 10 employees and manages $651M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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