David Maxwell

Wealth Management at Lake Point Advisory Group
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Contact Information
us****@****om
(386) 825-5501
Location
Plano, US

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Bio

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management
      • May 2005 - Present

      I help individuals and small businesses develop and implement currrent and future asset management/cash flow strategies to support future needs and goals using safe money strategies.

    • Wealth Management
      • May 2005 - Present

    • United States
    • Insurance
    • 700 & Above Employee
    • Unit Sales Manager/Financial Services Professional
      • Sep 2001 - Apr 2005

      I developed and managed the professional growth of insurance agents through effective teaching/coaching methods that allowed those professionals to duplicate results and grow personally and professionally.

    • Promotions
      • Jan 1996 - Sep 2001

      I brought entertainment to the public for purposes of bringing notice to the company as well as the event/charity that may have been part of the experience we were giving for each particular event.

Education

  • University of North Texas
    Finance and RealEstate

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