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Nathan James Maynard

First Command Advisory Services

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About Nathan James Maynard

Nathan Maynard is a financial advisor with First Command Advisory Services. Nathan Maynard is also the owner of Maynard Financial, LLC, an investment-related business. Nathan Maynard has been in the industry since 2017 and has experience with both Edward Jones and State Farm Insurance. Nathan Maynard holds licenses in several states including Texas, Georgia and Alabama. Nathan Maynard holds the Series 7, Series 24, and Series 66 licenses. Nathan Maynard also has the CFP and ChFC designations. Nathan Maynard specializes in providing financial planning and portfolio management for individuals. Nathan Maynard's firm, First Command Advisory Services, is a large firm with over $10 billion in assets under management. The firm provides financial planning and portfolio management services to individuals, families, and businesses. First Command Advisory Services has a strong commitment to helping its clients achieve their financial goals.

Firm Information

Nathan Maynard is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

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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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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Nathan Maynard’s Registration & Firm History

TX

07/21/2020 - Present

First Command Advisory Services (FORT WORTH TX)

TN

07/26/2017 - 01/23/2018

EDWARD JONES (SPRINGFIELD TN)

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Licenses & Designations

BOTH

Issued 08/16/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/12/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan James Maynard.
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