Cynthia Kilts (CRD# 7062834) is an Investment Advisor Representative working at Lpl Financial LLC in Wildwood, FL and has over 3 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5007131
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Eustis, FL | May 2021 - Current | 2 |
| United Southern Bank | Eustis, FL | May 2021 - Current | 2 |
| Collier Financial Services With Raymond James | Mount Dora, FL | Feb 2021 - May 2021 | < 1 |
| Raymond James Financial Services, Inc. | Mount Dora, FL | Jan 2019 - May 2021 | 2 |
| Trustco Bank | Leesburg, FL | May 2014 - Jan 2019 | 4 |
| Unemployed | Mount Dora, FL | Nov 2014 - Dec 2014 | < 1 |
| Florida Food Products, Inc. | Eusis, FL | Mar 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- FL
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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