Cynthia Hall (CRD# 6393397) is an Investment Advisor Representative working at The Goodland Group in Olympia, WA and has over 9 years of experience in the finance industry. Cynthia Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Natalie Taylor Consulting Services, LLC | Olympia, WA | Sep 2021 - Current | 2 |
| Learnlux Inc. | Olympia, WA | Jun 2019 - Dec 2023 | 4 |
| Natalie Taylor Consulting Services, LLC | Olympia, WA | May 2020 - Sep 2021 | 1 |
| Your Richest Life LLC | Olympia, WA | Jan 2020 - Dec 2020 | < 1 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Jul 2018 - Jun 2019 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2014 - Jun 2019 | 4 |
| Learnvest Planning Services | Scottsdale, AZ | Aug 2014 - Jun 2018 | 3 |
| Auction And Event Services | Tempe, AZ | Jan 2012 - Aug 2014 | 2 |
| Personal Nanny | Scottsdale, AZ | Feb 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- CA
- CO
- NY
- TX
- WA
-
Total Assets Under Management23MILLIONS
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Total Number of Accounts157ACCOUNTS
-
Average Account Value$146,516
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, NY, TX, WA
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