Edward Maynard
Edward Maynard is a registered investment advisor at LPL Financial LLC, based in Covington, KY, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
50 E Rivercenter Blvd Ste 915, Covington, KY, 41011
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Regulatory History (1)
Criminal
November 2018Other Business ActivitiesSells Insurance
Edward is an independent insurance agent for various insurance companies. He also owns a coffee store and is the sole member of Diversified Analytics LLC, a real estate holding company, dedicating a few hours per week to the latter. Additionally, Edward is a financial advisor at Cox Financial Corp, spending nearly full-time hours there, and a member of Maynard Asset Management LLC, using minimal time to pay for office-related expenses.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Stonex Securities INC.Broker
Stonex Advisors INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Eneric Financial Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.