Cynthia Legault (CRD# 4934100) is an Investment Advisor Representative working at Financial Navigators Inc. in Littleton, MA and has over 19 years of experience in the finance industry. Cynthia Legault 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# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Financial Navigators, Inc. | Littleton, MA | Apr 2024 - Current | < 1 |
Financial Navigators, Inc. | Bolton, MA | Feb 2024 - Apr 2024 | < 1 |
Financial Navigators, Inc. | Littleton, MA | Jan 2019 - Feb 2024 | 5 |
Financial-navigators | Littleton, MA | Jan 2004 - Jan 2019 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- ME
- MA
-
Total Assets Under Management182MILLIONS
-
Total Number of Accounts611ACCOUNTS
-
Average Account Value$298,138
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CO, FL, GA, MA, ME, MI, NH, NY, TX, VT
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