Cynthia GibsonCRD Number: 3023714
Current Firm: Waddell & Reed
Cynthia Gibson (CRD# 3023714) is an Investment Advisor Representative working at Waddell & Reed in Anchorage, AK and has over 20 years of experience in the finance industry. Cynthia Gibson 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.
Horace Mann Investors, Inc.
|Keith & Cynthia Gibson||Sitka, AK||Nov 2015 - Current||2|
|Keith & Cynthia Gibson||Sitka, AK||Sep 2014 - Current||3|
|Sitka Summer Music Festival Foundation||Sitka, AK||Apr 2013 - Current||5|
|Various Insurance Carriers For W & R Insurance Agencies||Sitka, AK||Aug 1998 - Current||19|
|Waddell & Reed, Inc.||Sitka, AK||Mar 1998 - Current||20|
|Sitka Summer Music Festival||Sitka, AK||Jul 2010 - Jul 2017||7|
|Disney Cruise||Sitka, AK||Aug 2016 - Aug 2016||< 1|
|The Citizen's Task Force||Sitka, AK||Sep 2015 - Apr 2016||< 1|
|Cynthia Gibson||Sitka, AK||Jul 2015 - Aug 2015||< 1|
|Sitka First Presbyterian Church||Sitka, AK||Jan 2012 - Jun 2015||3|
|Fetish||Sitka, AK||Nov 2013 - Aug 2014||< 1|
|Cynthia Gibson||Sitka, AK||Jul 2014 - Jul 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 1998|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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