Cetera Investment Advisers
44yrs
Top advisor by experience in Riverside
18yrs
David Maxwell
Financial advisor at Wells Fargo Advisors
Based in Riverside, California, David Maxwell is a fiduciary financial advisor with 18 years of industry experience. David joined Wells Fargo Advisors in 2012, after three years at Waddell & Reed. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 219 advisors with offices in Riverside, and one of 206 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office3880 Lemon St Suite 510, Riverside, CA 92501
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2009 – 2011Waddell & ReedPreviously
Contact David
Local office(951) 784-8700Ask for David. (314) 875-3000Main office · St. Louis, MO 3880 Lemon St Suite 510Riverside, CA 92501Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask David
Tailored to David’s registration and firm.
- 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 David
How do I contact David?
Call David’s local office at (951) 784-8700 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for David Maxwell.
How long has David been a financial advisor?
David has been in the industry since 2009, about 18 years. More experience than 55% of advisors nationwide.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David 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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