Cynthia Therrien, financial advisor Amherst MA

Cynthia Therrien

CRD Number: 6640559
Current Firm: Lpl Financial LLC

Cynthia Therrien (CRD# 6640559) is an Investment Advisor Representative working at Lpl Financial LLC in Amherst, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Amherst, MA Feb 2018 - Current 2
Invest Financial Corporation Amherst, MA Oct 2010 - Feb 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Cynthia A. Therrien
Phone Number: 704-733-3300
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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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