Wells Fargo Advisors
45yrs
Top advisor by experience in Daytona Beach
27yrs
Aaron Maxey
Financial advisor at Cetera Investment Advisers
Aaron Maxey is a fiduciary financial advisor in Daytona Beach, Florida, with 27 years in the industry. Aaron joined Cetera Investment Advisers in 2025, after two years at Avantax Planning Partners and three years at Avantax Advisory Services. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 117 advisors with offices in Daytona Beach, and one of 98 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience in Florida
OfficeDaytona Beach, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowCetera Planning PartnersCurrent
- Aug 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2024 – 2026Avantax Planning Partners, Inc.Previously
- 2022 – 2025Avantax Advisory ServicesPreviously
- May 2022 – Jun 2022TD Ameritrade, Inc.Previously
- 2009 – 2022Charles Schwab & CO., Inc.Previously
Contact Aaron
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Aaron. Daytona Beach, FLOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Aaron
How do I contact Aaron?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Aaron Maxey. Aaron works from the Daytona Beach, FL office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 1999, about 27 years. Top 23% by experience in Florida.
What licenses does Aaron hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Aaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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