Cynthia Lanham (CRD# 5638482) is an Investment Advisor Representative working at Avantax Advisory Services in Danville, KY and has over 14 years of experience in the finance industry.
CRD# 3272958
Lpl Financial LLC
CRD# 5302172
Lpl Financial LLC
CRD# 5374616
Wallace Hart Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shelter Insurance | Lancaster, KY | Jan 2015 - Current | 9 |
| Avnatax Insurance Agency, Inc. | Lancaster, KY | Feb 2014 - Current | 10 |
| Humana | Louisville, KY | Apr 2013 - Current | 11 |
| Avanatax Advisory Services | Lancaster, KY | Oct 2012 - Current | 11 |
| Avantax Investment Services, Inc. | Danville, KY | Jun 2009 - Current | 14 |
| Mcdaniel Wealth Management Pllc | Danville, KY | Jan 2009 - Current | 15 |
| Mcdaniel Wealth Management Pllc | Danville, KY | Jan 2009 - Current | 15 |
| Last Stop Pizza Shop | Lancaster, KY | Jun 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2012 |
- KY
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
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, VT, WA, WI, WV, WY
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