Cynthia Curry, financial advisor Wellesley MA
93 score

Cynthia Curry

CRD Number: 5348756
Current Firm: Cammack Retirement Group

Cynthia Curry (CRD# 5348756) is an Investment Advisor Representative working at Cammack Retirement Group in Wellesley, MA and has over 9 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Wellesley MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Lawrence Foster, financial advisor Wellesley MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Score
102
Similar Advisors
Patrick Cote, financial advisor Wellesley MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Score
103
Company Name Location Dates Years
Cammack Larhette Advisors, LLC Wellesley, MA Dec 2010 - Current 6
Cammack Larhette Brokerage, Inc. Wellesley, MA Oct 2010 - Current 6
Unemployed Plymouth, MA Jul 2010 - Sep 2010 < 1
Metlife Securities, Inc. Hingham, MA Jun 2007 - Jul 2010 3
H & R Block Plymouth, MA Jan 2010 - Apr 2010 < 1
H & R Block Plymouth, MA Jan 2009 - Apr 2009 < 1
H & R Block Plymouth, MA Jan 2008 - Apr 2008 < 1
St. Elizabeth Medical Center Brighton, MA Aug 1998 - Jun 2007 8
H & R Block Plymouth, MA Jan 2007 - Apr 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Cynthia Curry
Phone Number: 781-237-2291
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $16,666,667
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CT, DC, MA, ME, NH, NJ, NY

Ready to hire a financial advisor? Get competitive proposals from Cynthia Curry and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.