Cynthia Winslow, financial advisor Billings MT
93 score

Cynthia Winslow

CRD Number: 1011013
Current Firm: Wells Fargo Advisors, LLC

Cynthia Winslow (CRD# 1011013) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Billings, MT and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Billings, MT Sep 2013 - Current 3
Community Resource Center Jaackson, WY Jul 2013 - Sep 2013 < 1
St Johns Hospital Foundation Jackson, WY Jan 2013 - May 2013 < 1
Unemployed Driggs, ID Jan 2012 - Jan 2013 1
Sovereign Bank Lexington, MA Aug 2009 - Jan 2012 2
Lpl Financial Services Charlotte, NC Aug 2009 - Jan 2012 2
Unemployed Driggs, ID Jun 2009 - Aug 2009 < 1
First Bank Of The Tetons Jackson, WY Dec 2007 - May 2009 1
Unemployed Driggs, ID Sep 2007 - Dec 2007 < 1
Riversource Distributors, Inc. Minneapolis, MN Jan 2007 - Sep 2007 < 1
American Express Financial Advisors Inc. Minneapolis, MN Feb 2001 - Sep 2007 6
Ids Life Insurance Company Minneapolis, MN Feb 2001 - Sep 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1990
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Cynthia C. Winslow
Phone Number: 314-875-3000
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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