Cynthia Mann, financial advisor Oakbrook Terrace IL
93 score

Cynthia Mann

CRD Number: 1019111
Current Firm: H. Beck, Inc.

Cynthia Mann (CRD# 1019111) is an Investment Advisor Representative working at H. Beck, Inc. in Oakbrook Terrace, IL and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
H. Beck, Inc. Bethesda, MD Aug 2017 - Current < 1
Iht Wealth Management LLC Oakbrook Terrace, IL Aug 2016 - Aug 2017 1
Lpl Financial LLC Oakbrook Terrace, IL Sep 2009 - Aug 2017 7
Waterstone Financial Group Itasca, IL Oct 2002 - Sep 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1982
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Cynthia A. Mann
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,330
    MILLIONS
  • Total Number of Accounts
    6,100
    ACCOUNTS
  • Average Account Value
    $218,030
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, 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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