Max Valavanis (CRD# 6981526) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Melbourne, FL and has over 5 years of experience in the finance industry. Max Valavanis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5384856
Truist Advisory Services, Inc.
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Kestra Advisory Services, LLC
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Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | Feb 2020 - Current | 4 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Feb 2020 - Current | 4 |
| Valic Financial Advisors, Inc. | Tallahassee, FL | Jul 2018 - Nov 2019 | 1 |
| Unemployed | Tallahassee, FL | Apr 2018 - Jul 2018 | < 1 |
| Florida State University Department Of Athletics | Tallahassee, FL | Aug 2017 - Mar 2018 | < 1 |
| Florida State University | Tallahassee, FL | Jun 2015 - Mar 2018 | 2 |
| Valavanis Financial | Melbourne, FL | May 2010 - Dec 2017 | 7 |
| Florida State University Office Of Admisssions | Tallahassee, FL | Sep 2015 - Aug 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- FL
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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