Joseph Glenn Maxey
Investment adviser representative at Trademark Capital Management Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$150.8MFirm assets
Are you Joseph Glenn Maxey? 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Trademark Capital Management Inc.Nov 2022 to now
- Zacks Investment ManagementMar 2022 to Nov 2022
- Independent Financial PartnersNov 2018 to Feb 2022
- Trademark Capital Management IncJan 2011 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (GA).
Trademark Capital Management Inc.
$150.8MAssets managed
339Clients
6Advisers
11 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
- 5799816
- Firm CRD
- 214512