Maxwell Scott Licary
Investment adviser representative at Commonwealth Financial Network
12 yearsExperience
3 statesRegistered in
$212.7BFirm assets
34 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 feeCommissions
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
12 years in the industry.
- Commonwealth Financial NetworkApr 2025 to now
- Strategic Wealth ManagementApr 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Apr 2025
- Securities America, Inc.Mar 2022 to Jun 2024
- Northwestern Mutual Investment Services LLCNov 2021 to Mar 2022
- Northwestern Mutual Life Insurance CompanyNov 2021 to Mar 2022
- Colders Furniture and AppliancesAug 2019 to Sep 2021
- Riteway Bus CompanyJul 2018 to Jun 2019
- Armed ForcesSep 2014 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (IL, TX, WI).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 7443288
- Firm CRD
- 8032