Max A Briggs
Investment adviser representative at Flc Capital Advisors
30 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$822.2MFirm assets
Are you Max A Briggs? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Max Briggs InsuranceMay 1997 to now
- Flc Capital AdvisorsOct 1996 to now
- Securities America, Inc.Apr 1996 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Flc Capital Advisors
$822.2MAssets managed
325Clients
4Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2737513
- Firm CRD
- 111822