Frank Maynard, financial advisor Sequim WA

Frank Maynard

CRD Number: 1681932
Current Firm: Maynard Financial Services, LLC

Frank Maynard (CRD# 1681932) is an Investment Advisor Representative working at Maynard Financial Services, LLC in Sequim, WA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Maynard Financial Services, LLC Sequim, WA Aug 2020 - Current 3
Sole Proprietor Sequim, WA Jan 1987 - Current 37
Sierra View Financial Corporation Sequim, WA Jan 2007 - Dec 2020 13
Frank Maynard-sole Proprietor Dba Maynard Advisory Group Sequim, WA Jan 2007 - Aug 2020 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Frank W. Maynard
Phone Number: 530-520-6030
Registered State(s):
  • CA
  • WA
Current Firm Details
Maynard Financial Services, LLC
Firm's CRD Number: 141980
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $144,444
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, WA

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