Daniel Beesley Maxwell
Investment adviser representative at Amicus Financial Advisors, LLC
14 yearsExperience
1 stateRegistered in
$550.9MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Amicus Law Firm LLP, dba Amicus Law FirmDec 2019 to now
- Maxwell Law Group LLPMar 2018 to now
- Society of Settlement Planners, Inc.Jan 2016 to now
- Amicus Settlement Planners, LLCAug 2013 to now
- Amicus Financial Advisors, LLCFeb 2012 to now
- Tombs Maxwell LLPAug 2015 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (UT).
Amicus Financial Advisors, LLC
$550.9MAssets managed
748Clients
19Advisers
8 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
- 6341801
- Firm CRD
- 131315