Cynthia Robinson-Schmidt
Cynthia Robinson-Schmidt is a registered investment advisor at LPL Financial LLC, based in Ocean Shores, WA, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Ocean Shores, WA
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Customer Dispute
October 1999Other Business Activities
Cynthia operates under the DBA Clear Investment Strategies in Simi Valley, CA.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Cal Fed InvestmentsBroker
Cal Fed InvestmentsBroker
Glenfed Brokerage ServicesBroker
Great Western Financial Securities CorporationBroker
First Investors CorporationBroker
State Registrations6 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.