Cynthia WinslowCRD 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 27 years of experience in the finance industry.
Lpl Financial LLC
Ameriprise Financial Services, Inc.
Northwestern Mutual Investment Services,llc
|Wells Fargo Advisors, LLC||Billings, MT||Sep 2013 - Current||4|
|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|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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