Erika
Maynard

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5436775
Investment Advisor
in Lewisville, TX

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About this Advisor

Erika Maynard is a financial advisor based in Lewisville, Texas, who has 1 year of industry experience. Maynard is an employee of Tiaa-Cref Individual & Institutional Services, LLC. Maynard has gained experience at J.P. Morgan Securities LLC, Tiaa and Tiaa Cref Individual & Institutional Services, LLC. Maynard maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory company operating out of New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 advisors. It administers $31 billion in total assets among its 76,892 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 22 charitable organizations. Of its 76,892 accounts, 62% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on which service is offered. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC may include any combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

2850 Lake Vista Drive, Suite 110 Lewisville Iac
Lewisville, TX 75067

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

TX Average: $7,464,549,021
Total Number of Employees

1,235

TX Average: 88
Total Number of Accounts

76,892

TX Average: 3,892
Average Account Size

$401,951

TX Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Erika Maynard Work History

Erika has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Tiaa

2020 - Present (4 years)

Tiaa Cref Individual & Institutional Services, LLC

2012 - 2020 (8 years)

J.P. Morgan Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Erika Maynard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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