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Constance Letitia Maples

Constance L. Maples

LANYON ADVISORY SERVICES
DEL MAR, CA 92014
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CRD#: 2565649
Constance Letitia Maples

Professional summary


Constance Letitia Maples, CFP®, ChFC®, who also goes by Constance L Yarrison, Constance Letitia Yarrison, is a registered financial advisor currently at LANYON ADVISORY SERVICES located in Del Mar, California.

Constance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Constance has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Income Management
Estate Planning
Retirement Planning
Are you a "fiduciary"?
Yes

Aliases


Constance L Yarrison | Constance Letitia Yarrison

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Constance Letitia Maples is an independent licensed insurance agent.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Constance Letitia Maples's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2001

Experience


Current

January 14, 2016 - Present

LANYON ADVISORY SERVICES

Office #1: 3790 Via De La Valle Suites 305e & 306e, Del Mar, CA 92014
RIA
CRD#: 282424
DEL MAR, CA
Past

July 7, 2015 - March 25, 2016

DANIEL WEALTH ADVISORS

RIA
CRD#: 150382
DEL MAR, CA
Past

August 19, 2011 - July 8, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN DIEGO, CA
Past

August 19, 2011 - July 8, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN DIEGO, CA
Past

April 22, 2005 - August 21, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN DIEGO, CA
Past

April 22, 2005 - August 21, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN DIEGO, CA
Past

August 24, 1998 - April 25, 2005

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
SAN DIEGO, CA
Past

August 1, 1995 - April 25, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

November 30, 1994 - August 15, 1995

GATEWAY INVESTMENT SERVICES, INC.

BD
CRD#: 31153
OAK PARK, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/14/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/10/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 9/28/1995
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LA
LANYON ADVISORY SERVICES
LANYON ADVISORY SERVICES | VIEWPOINT FINANCIAL PARTNERS, LLC

CRD#: 282424 / SEC#:

California
Registered Investment Advisory firm - (1/14/2016 Approved)
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Contact information


Main Address
3790 Via De La Valle Suites 305e & 306e, Del Mar, CA 92014
Mailing Address
Phone number
(760) 492-2052
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts221
AUM (Assets Under Management)$ 106,414,046

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LANYON ADVISORY SERVICES

CRD#: 282424Del Mar, CA 92014

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