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Kevin Neal Maynard

Charles Schwab & CO., Inc.

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About Kevin Neal Maynard

Kevin Maynard is a financial advisor with Charles Schwab & CO., Inc. He has been in the industry since 2012. Kevin is registered with the state of Indiana as an investment advisor representative and is also registered with FINRA. He holds the Series 7, Series 66, and Series 63 licenses. Kevin's previous employers include MORGAN STANLEY and SORTINO ADVISORY PARTNERS. In addition to his financial advisor role, Kevin is a board member of Kaiser Home Support Services.

Firm Information

Kevin Maynard is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Kevin Maynard’s Registration & Firm History

IN

08/19/2022 - Present

Charles Schwab & CO., Inc. (Clarksville IN)

KY

03/28/2012 - 09/30/2014

MORGAN STANLEY (LOUISVILLE KY)

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Licenses & Designations

BC

Issued 09/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 04/30/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/18/2022

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kevin Neal Maynard.
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