Constance Maples (CRD# 2565649) is an Investment Advisor Representative working at Lanyon Advisory Services in Del Mar, CA and has over 29 years of experience in the finance industry. Constance Maples has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Viewpoint Financial Partners, LLC | Del Mar, CA | Dec 2015 - Current | 8 |
Daniel Wealth Management | Solana Beach, CA | Jul 2015 - Mar 2016 | < 1 |
Bank Of America, N.a. | San Diego, CA | Oct 2011 - Jul 2015 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego, CA | Aug 2011 - Jul 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1994 |
S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- CA
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Total Assets Under Management102MILLIONS
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Total Number of Accounts216ACCOUNTS
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Average Account Value$471,040
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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