Robert Neil Maxson is an investment adviser representative (IAR) with state registration records since 1999, appearing at 7 firms. Currently registered with COPPELL ADVISORY SOLUTIONS LLC, A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC | 2025-06-06 | present | Yes |
| COPPELL ADVISORY SOLUTIONS LLC | 2024-10-13 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-12-05 | 2024-07-29 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2016-04-08 | 2018-12-03 | — |
| TD AMERITRADE, INC. | 2016-04-07 | 2018-12-03 | — |
| UBS FINANCIAL SERVICES INC. | 2012-11-29 | 2014-08-06 | — |
| MORGAN STANLEY DW INC. | 1999-05-13 | 2005-08-29 | — |