Cynthia Couyoumjian
Cynthia Couyoumjian is a registered investment advisor at Independent Financial Group, LLC, based in Tustin, CA, with 40 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
15145 Woodlawn Avenue, Suite 100, Tustin, CA, 92780
Get directionsHistory
Regulatory History (17)
Customer Dispute
February 2023Customer Dispute
June 2021Customer Dispute
March 2018Customer Dispute
March 2015Customer Dispute
July 2014Customer Dispute
May 2014Customer Dispute
April 2014Customer Dispute
July 2013Customer Dispute
July 2012Customer Dispute
December 2010Customer Dispute
November 2008Regulatory
November 2006Regulatory
May 2006Regulatory
January 2006Customer Dispute
December 2004Customer Dispute
November 2002Customer Dispute
May 1999Other Business ActivitiesSells Insurance
Cynthia is a 50% owner of Couyoumjian Properties LLC for real estate holdings and an insurance agent offering various types of insurance products since 2004. She also owns Cinergy Financial, Inc. for marketing purposes and is involved in various activities such as publishing, media interviews, writing books, financial literacy education, and online education modules, dedicating a few hours per week to each.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
First Allied Securities, INC.
First Allied Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.