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Maxwell L

Series 63, Series 65

Roscoe, IL

Commonwealth Financial Network

Maxwell Licary is a financial advisor at Commonwealth Financial Network with two years of industry experience. He previously worked at Strategic Wealth Management, OSAIC, Securities America, and Northwestern Mutual. Prior to his financial services career, he served six years in the Armed Forces. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David L

Series 63, Series 66

Roscoe, IL

Commonwealth Financial Network

David Licary is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He is co-owner of Strategic Wealth Management and has worked at several firms including Securities America Advisors and Cetera Advisor Networks. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance, while offering access to various discretionary model portfolios and customized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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