Cynthia RobersonCRD Number: 5118261
Current Firm: Triad Advisors, LLC
Cynthia Roberson (CRD# 5118261) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 16 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Triad Advisors||Norcross, GA||Mar 2018 - Current||4|
|Nationwide||Duluth, GA||Jan 2012 - Mar 2018||6|
|Nationwide Securities, LLC||Dublin, OH||Jan 2012 - Mar 2018||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2006|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,357MILLIONS
Total Number of Accounts9,176ACCOUNTS
Average Account Value$256,919
- 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)
- Publication of periodicals or newsletters
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, VI, VT, WA, WI, WV, WY
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