Unclaimed Profile

Max A Briggs

FLC CAPITAL ADVISORS·PALM DESERT, California

Clean recordFLC CAPITAL ADVISORS

44750 VILLAGE COURT, PALM DESERT, CA 92260CRD# 2737513Firm CRD# 111822

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Max A Briggs · PALM DESERT, CA

Registration

CRD #2737513 · FLC CAPITAL ADVISORS

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FLC CAPITAL ADVISORS

AUM

$651M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FLC CAPITAL ADVISORS →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Other: SOLICITOR/REFERRAL FEES

Regulatory

SEC/IARD CRD# 2737513

Firm CRD# 111822

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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