Jeffrey Maynard, financial advisor Amarillo TX
93 score

Jeffrey Maynard

CRD Number: 4568528
Current Firm: Lpl Financial LLC

Jeffrey Maynard (CRD# 4568528) is an Investment Advisor Representative working at Lpl Financial LLC in Amarillo, TX and has over 13 years of experience in the finance industry.

Similar Advisors
Charlotte Adams, financial advisor Amarillo TX
Charlotte A. Adams
CRD# 1062124
Money Methods
Score
96
Similar Advisors
Dale Buckner, financial advisor Amarillo TX
Dale E. Buckner
CRD# 1838126
Dale Buckner, Inc. Dba Dale Buckner And Asset Planning Group
Score
96
Similar Advisors
George Cason, financial advisor Amarillo TX
George B. Cason
CRD# 1446153
Cason Capital Management Ltd.
Score
96
Company Name Location Dates Years
Cwm, LLC Omaha, NE Apr 2013 - Current 3
Lpl Financial LLC Amarillo, TX Oct 2004 - Current 12
Pinnacle Financial Group Amarillo, TX Jun 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination Feb 2004
Contact Info for Jeffrey W. Maynard
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Maynard and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.