Cynthia Bleicher (CRD# 7117775) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 6 years of experience in the finance industry.
CRD# 6049600
Abens Financial Services Inc.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 6206290
Cliftonlarsonallen Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gradient Advisors LLC | Arden Hills, MN | May 2019 - Current | 5 |
Enchantment Financial | Albuquerque, NM | Jul 2016 - Current | 8 |
Mainstay Financial | Albuquerque, NH | Jul 2012 - Jul 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- NM
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Total Assets Under Management207MILLIONS
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Total Number of Accounts2,706ACCOUNTS
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Average Account Value$76,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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, WY
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