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Ian Maxwell

Fee-Based Fiduciary Financial Advisor, Concert Wealth Management

Phone: 858.480.3817

Ian Maxwell is an independent fee-based fiduciary financial Adviser with Concert Wealth Management. He is passionate about improving quality of life for clients and developing innovative solutions that help people reconsider how to best achieve their financial goals. Maxwell is a graduate of Williams College, a former officer in the USMC and holds his Series 6, Series 63, Series 65 and CA Life Insurance licenses. Advisory Services offered through Concert Wealth Management Inc, an SEC Registered Investment Advisor.

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