DM
Donald G. Maynard
COOKSEN WEALTH
Houston, TX 77380
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CRD#: 7074768
DM
Professional summary
Donald George Maynard is a registered financial advisor currently at COOKSEN WEALTH, LLC located in Houston, Texas.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Donald has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
DG MAYNARD & ASSOCIATES, LLC; NON-INVESTMENT RELATED; THE WOODLANDS, TX; OIL AND GAS TECHNOLOGY CONSULTING; PRESIDENT AND CHIEF EXECUTIVE OFFICER; JUNE 2010; APPROX HRS PER MONTH; APPROX 80 HRS/40 HRS A MONTH DURING TRADING HRS; PROVIDE OIL AND GAS CONSULTING SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Donald George Maynard'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®
NoneExperience
Current
March 22, 2019 - Present
COOKSEN WEALTH, LLC
Office #1: 1790 Hughes Landing Boulevard, Suite 400, Houston, TX 77380RIA
CRD#: 300451
Houston, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
COOKSEN WEALTH, LLC
COOKSEN WEALTH, LLC | GREENLEAF WEALTH, LLC
CRD#: 300451 / SEC#: 801-128131
RIA
Registered Investment Advisory firm - (6/8/2023 Approved)California
Registered Investment Advisory firm - (7/9/2023 Terminated)Florida
Registered Investment Advisory firm - (6/9/2023 Terminated)Texas
Registered Investment Advisory firm - (6/9/2023 Terminated)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
Texas(3/22/2019)
Current Firm
CW
COOKSEN WEALTH, LLC
COOKSEN WEALTH, LLC | GREENLEAF WEALTH, LLC
CRD#: 300451 / SEC#: 801-128131
RIA
Registered Investment Advisory firm - (6/8/2023 Approved)California
Registered Investment Advisory firm - (7/9/2023 Terminated)Florida
Registered Investment Advisory firm - (6/9/2023 Terminated)Texas
Registered Investment Advisory firm - (6/9/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1790 Hughes Landing Boulevard Suite 400, The Woodlands, TX 77380
Mailing Address
Phone number
(832) 592-2554
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 319 |
| AUM (Assets Under Management) | $ 178,854,598 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COOKSEN WEALTH, LLC
CRD#: 300451Houston, TX 77380TRUST BUT VERIFY
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