David Maynard
David Maynard is a registered investment advisor at Osaic Wealth, INC., based in Winston Salem, NC, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Winston Salem, NC
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Regulatory History (1)
Customer Dispute
March 2008Other Business ActivitiesSells Insurance
David works as a wealth manager for Maynard & Associates Wealth Management and Maynard Wealth, focusing on investment advisory and financial planning, dedicating about 10-20% of his time to each. He also works as an agent for Mass Mutual Brokerage selling fixed annuities, which takes minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
PNC InvestmentsBroker
PNC Investments
MML Investors Services, LLCBroker
MML Investors Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
State Registrations6 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.