Michael Cymbal, financial advisor Akron OH
90 score

Michael Cymbal

CRD Number: 1321441
Current Firm: Sequoia Financial Advisors, LLC

Michael Cymbal (CRD# 1321441) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Akron, OH and has 1 year of experience in the finance industry. Michael Cymbal 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.

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Professional Designations
Company Name Location Dates Years
Sequoia Financial Advisors, LLC Akron, OH Nov 2012 - Current 4
Valmark Securities, Inc. Akron, OH Jul 2012 - Current 4
Sequoia Financial Group LLC Akron, OH May 2012 - Current 4
Cymbal Financial Services Waite Hill, OH Feb 2011 - Feb 2012 1
Lipson Group Cleveland, OH Jul 2009 - Feb 2011 1
Firstmerit Insurance Group Akron, OH May 2005 - Jul 2009 4
Firstmerit Advisors, Inc. Akron, OH Jan 2005 - Jul 2009 4
Valmark Advisers Beachwood, OH Jan 2004 - Mar 2007 3
Valmark Securities Beachwood, OH Aug 2002 - Mar 2007 4

Michael Cymbal has no recent exams reported.
Contact Info for Michael M. Cymbal
Phone Number: 330-375-9480
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,851
    MILLIONS
  • Total Number of Accounts
    4,005
    ACCOUNTS
  • Average Account Value
    $462,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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