Kevin Maynard, financial advisor Louisville KY
93 score

Kevin Maynard

CRD Number: 5994921
Current Firm: Sortino Advisory Partners, LLC

Kevin Maynard (CRD# 5994921) is an Investment Advisor Representative working at Sortino Advisory Partners, LLC in Louisville, KY and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sortino Advisory Partners Louisville, KY Sep 2014 - Current 2
Morgan Stanley Smith Barney Louisville, KY Feb 2012 - Sep 2014 2
Stegner Investment Associates Louisville, KY Jul 2011 - Feb 2012 < 1
Todd Veredus Asset Management Louisville, KY Aug 2003 - Jul 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Kevin N. Maynard
Phone Number: (502) 371-9850
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $285,179
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States

FL, IN, KY, MI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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