Cynthia Heidebrecht (CRD# 6099352) is an Investment Advisor Representative working at Avantax Advisory Services in Georgetown, TX and has over 11 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3168949
Next Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Georgetown, TX | Aug 2013 - Current | 10 |
| Avantax Advisory Services | Georgetown, TX | Mar 2013 - Current | 11 |
| Avantax Investment Services, Inc. | Georgetown, TX | Jul 2012 - Current | 11 |
| Cynthia Friedt, Cpa, Pllc | Georgetown, TX | Jan 2012 - Current | 12 |
| Cynthia Heidebrecht, Cpa,pllc | Georgetown, TX | Jan 2012 - Nov 2022 | 10 |
| San Dia Producing | Caldwell, TX | Mar 2019 - Dec 2021 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
- TX
-
Total Assets Under Management41,696MILLIONS
-
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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