Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Edward Jones
2022 - Present (4 years)
Genesis Energy
2019 - 2022 (3 years)
Running Wild LLC / JANE MARIE JEWELRY
2019 - 2019 (1 year)
Teach One to Lead One
2018 - 2018 (1 year)
Louisiana Tech University
2016 - 2018 (2 years)
Student
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Ruston, LA
Edward Jones
Series 66
Ruston, LA
Edward Jones
Series 63
Ruston, LA
Edward Jones
Series 66
Ruston, LA
Merrill
Maxie Causey is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2004. He focuses on providing tailored financial strategies to clients with sophisticated needs, helping them address a range of objectives including legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. Maxie works closely with clients to understand their individual priorities and develop thoughtful approaches to wealth management that consider multiple goals such as income generation, wealth transfer, long-term care planning, strategic lending, and business monetization. Maxie earned both his bachelor's degree and MBA from Louisiana Tech University, graduating Magna Cum Laude and participating as a four-year letter-winner in football. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Drawing on his athletic background, he values teamwork and resilience, qualities he incorporates into his advisory practice. Maxie is active in his church, where he leads a small group, and he volunteers by coaching his son's athletic teams. He also enjoys spending time with his family, playing golf, and supporting his daughter at singing competitions.
Series 65
Ruston, LA
Oakwater Financial
CFP®, Series 63
Ruston, LA
Argent Advisors, Inc.
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