Kevin Maynard, CFA®

Independent Branch Financial Consultant

+1 812-590-4674

Financial credentials

  • Chartered Financial Analyst®
  • Series 7, 63, 65 Securities Licenses

Experience

26 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2022-present
  • Portfolio Manager, Kentucky Farm Bureau, 2017-2022
  • Co-founder and Financial Advisor, Sortino Advisory Partners, 2014-2017
  • Financial Advisor, Morgan Stanley, 2012-2014
  • Equity Research Analyst, Todd Asset Management, 2003-2011
  • Associate Director, Institutional Investments, Aegon, 1998-2003

Education

  • BS, Accounting, Pensacola Christian College

Personal interests and affiliations

  • 20th Special Forces Group, US Army National Guard, 1997-2005

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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