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Constance Letitia Maples

Lanyon Advisory Services

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About Constance Letitia Maples

Constance Letitia Maples is a financial advisor registered with Lanyon Advisory Services. Constance has been in the industry since 1994 and has experience providing financial planning services to high net worth individuals, corporations, and pension and profit sharing plans. Constance is also a Certified Financial Planner and Chartered Financial Consultant. She is committed to providing her clients with personalized financial advice and services.

Firm Information

Constance Maples is currently registered with Lanyon Advisory Services. Lanyon Advisory Services is an independent investment advisory firm with approximately $101.7 million in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Lanyon Advisory Services has two licensed agents and two investment advisory functions. The firm is headquartered in [insert city and state] and has been in business for [insert number] years.

$101.74M

Assets Under Management

18

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Constance Maples’s Registration & Firm History

CA

01/01/2025 - Present

Lanyon Advisory Services (DEL MAR CA)

CA

08/19/2011 - 07/08/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

CA

04/22/2005 - 08/21/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

NY

08/01/1995 - 04/25/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

IL

11/30/1994 - 08/15/1995

GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)

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Licenses & Designations

IA

Issued 10/10/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 09/07/1995

Series 7 - General Securities Representative Examination

BC

Issued 11/29/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Constance Letitia Maples.
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