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Paul Maynor

28 Years of Experience
3 DisclosuresSells Insurance

Paul Maynor is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Dover, DE, with 28 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 1,654 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,654 clients
Average Client Portfolio
$605K average
Assets Under Management
$1.0B

Fee Structure

Onyx Bridge Wealth Group offers investment management through a wrap fee program. Please see their Wrap Fee Program Brochure for details on fees and compensation.

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Location

57 Saulsbury Road, Dover, DE, 19901

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History

Regulatory History (3)
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Employment Separation After Allegations
March 2021
Customer Dispute
December 2008
Denied
Customer Dispute
August 2005
Settled
Other Business ActivitiesSells Insurance

Paul is the president of FCFG, an entity used for compensation purposes, dedicating minimal time. He also works as an independent insurance broker, selling fixed annuities for multiple companies since as early as 2005.

Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
March 2021 - Present · 5 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLCBroker
March 2014 - March 2021 · 7 yrs
Ameriprise Financial Services, LLC.
March 2014 - March 2021 · 7 yrs
Market Street Wealth Management
May 2013 - January 2014 · 8 mos
USA Financial Securities CorporationBroker
April 2013 - January 2014 · 9 mos
Lincoln Financial Advisors Corporation
July 2010 - April 2013 · 2 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
July 2010 - April 2013 · 2 yrs 9 mos
Financial Network Investment CorporationBroker
March 2010 - March 2010 · 0 mos
Park Avenue Securities LLC
June 2007 - March 2010 · 2 yrs 9 mos
Park Avenue Securities LLCBroker
June 2007 - March 2010 · 2 yrs 9 mos
Metlife Securities INC.
December 2002 - June 2007 · 4 yrs 6 mos
Metlife Securities INC.Broker
December 2002 - June 2007 · 4 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
December 2002 - June 2007 · 4 yrs 6 mos
1717 Capital Management Company
July 1999 - January 2003 · 3 yrs 6 mos
1717 Capital Management CompanyBroker
April 1999 - January 2003 · 3 yrs 9 mos
Ascend Financial Services, INC.Broker
September 1996 - January 1999 · 2 yrs 4 mos
State Registrations3 states
DEPATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.