Maynard Investment Management, LLC

Maynard Investment Management, LLC (CRD# 144180) is a financial advisory firm headquartered in New Orleans, LA. They manage $19,611,590 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $933,885
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA

Financial Advisors at Maynard Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Benjamin H. Maynard
CRD#: 5384929
650 Poydras Street, Suite 1426, New Orleans, LA 70130
90
Wealthminder
score

Benjamin Maynard (CRD# 5384929) is an Investment Advisor Representative working at Maynard Investment Management, LLC in New Orleans, LA and has 1 year of experience in the finance industry. Benjamin Maynard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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