Maynard Azose, financial advisor Spokane WA

Maynard Azose

CRD Number: 6101122
Current Firm: Osaic Wealth, Inc.

Maynard Azose (CRD# 6101122) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spokane, WA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Spokane, WA Mar 2021 - Current 3
Azose And Associates LLC Spokane, WA Nov 2019 - Current 4
Various Insurance Carriers For W & R Insurance Agencies Spokane, WA May 2014 - Current 9
Waddell & Reed, Inc. Spokane, WA May 2014 - Mar 2021 6
Jill Ruser Spokane, WA Aug 2018 - Dec 2019 1
Checks And Balances Manassas, IN Aug 2018 - Dec 2019 1
Mass Matual Seattle, WA Apr 2014 - May 2014 < 1
Edward Jones St Louis, MO Aug 2012 - Apr 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Maynard Azose
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • OH
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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