Maxwell Martin Gray
Investment adviser representative at Financial Advisors Network, Inc.
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
14 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Financial Advisors Network, Inc.Apr 2025 to now
- Mercedes Benz At Laguna NiguelJan 2022 to Apr 2025
- Nike, Inc.Aug 2020 to Jan 2022
- University of California, RiversideSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Financial Advisors Network, Inc.
$1.1BAssets managed
823Clients
13Advisers
14 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
- 8141899
- Firm CRD
- 152083