Cynthia Powell, financial advisor Tulsa OK
81 score

Cynthia Powell

CRD Number: 5540997
Current Firm: Gradient Wealth Management

Cynthia Powell (CRD# 5540997) is an Investment Advisor Representative working at Gradient Wealth Management in Tulsa, OK and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Securities LLC Arden Hills, MN Jul 2016 - Current < 1
Vsr Financial Services, Inc. Overland Park, KS Aug 2010 - Jul 2016 5
Vsr Advisory Services, Inc. Overland Park, KS Aug 2010 - Jul 2016 5
Seasons Financial Group Tulsa, OK Jan 2008 - Nov 2015 7
Next Financial Group, Inc. Houston, TX Jan 2008 - Aug 2010 2
Burk Oil Tulsa, OK Apr 2007 - Jul 2008 1
R J And Makay Denver, CO Jun 2007 - Jan 2008 < 1
Town & Country Fast Lube Sand Springs, OK Feb 2002 - Aug 2007 5
West Telemarketing Tulsa, OK Jun 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Cynthia L. Powell
Phone Number: 866-991-1539
Registered State(s):
  • AR
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $59,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
81

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