Max Briggs, Cfp® Email & Phone Number

As co-founder of FLC Capital Advisors, Max’s primary role is managing the strategic outlook for the investments of all of the firm’s clients. With more than 27 years of financial services experience in the Coachella Valley, Max has extensive knowledge in financial and retirement planning, portfolio management, bonds, equities, real estate, annuities, estate planning, tax planning, and more. Max holds the Certified Financial Planner®(CFP®) accreditation from the Certified Financial Planner Board of Standards, Series 24, Series 7, Series 63, Series 65 and Series 31, and California Life Insurance Licenses.Max is a Stetson Universitygraduate with degrees in business administration and finance. He resides in Indian Wells, California with his wife and four children.FLC Capital Advisors is a Registered Investment Advisory Firm. Securities offered through Securities America, Inc: Registered Broker/Dealer: Member FINRA * SIPC* www.finra.com * www.sipc.com *Max Briggs * Registered Principle * CA Insurance License # 0B85518 * FLC Capital Advisors and Securities America all not affiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Listed skills include Investments, Retirement Planning, Securities, Investment Advisory, and 7 others.