Maximilian Reinhart Westerman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 04/2025
  Raymond James Financial Services,Inc
  Wellington, FL
• 08/2016 → 04/2025
  Connor Financial Group
  Boynton Beach, FL
• 05/2018 → 04/2025
  Raymond James Financial Services Advisors Inc.
  Wellington, FL
• 08/2020 → 10/2022
  Evernia
  West Palm Beach, FL
• 04/2025 → Present
  Lpl Financial Llc
  West Palm Beach, FL

Previous Registrations

• 2018-05-17 → 2025-04-17
  Raymond James Financial Services Advisors, Inc
  Wellington, FL
  Boynton Beach, FL

Other Businesses

1) 05/15/2025 - Palm Capital Wealth Management LLC - Inv. Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - - Start date: 04/09/2025 - 60 Hrs/Mth - 40 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-07

Other Names

• Max Westerman