Benjamin H. Maynard

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CRD#: 5384929

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Benjamin Hall Maynard, CFA, CFP® was a registered financial professional .

Benjamin is a previously registered financial professional and started their career in finance in 2012. Benjamin had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

I PROVIDE CONSULTING SERVICES WITH REGARD TO INFRASTRUCTURE INVESTING TO VARIOUS FINANCIAL INSTITUTIONS. THIS ACTIVITY IS SEPARATE FROM MY ACTIVITY AT MAYNARD INVESTMENT MANAGEMENT AND REQUIRES APPROXIMATELY 15-20 HOURS PER MONTH. I DO NOT ACT AS A FIDUCIARY IN THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Past

April 24, 2012 - December 31, 2022

MAYNARD INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 144180

NEW ORLEANS, LA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

MAYNARD INVESTMENT MANAGEMENT, LLC

CRD#: 144180 / SEC#:

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Contact information

Main Address

6221 S. Clairborne Suite 303, New Orleans, LA 70125

Mailing Address

Phone number

(504) 982-1461

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 23,308,700

Red Flags

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

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