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Cynthia Luepke
34 Years of Experience
St Louis, MO
1 DisclosureBroker
Cynthia Luepke is a registered investment advisor at Raymond James & Associates, INC., based in St Louis, MO, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
9900 Clayton Road, St Louis, MO, 63124
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Regulatory History (1)
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Financial
July 2018Final
Other Business Activities
Cynthia volunteers with the Marine Corp Law Enforcement Foundation (MCLEF), dedicating minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2007 - Present · 19 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2007 - Present · 19 yrs 1 mo
Previous Registrations
Morgan Keegan & Company, INC.
August 2012 - March 2013 · 7 mos
Morgan Keegan & Company, INC.Broker
August 2012 - March 2013 · 7 mos
Stifel, Nicolaus & Company, Incorporated
February 1999 - May 2007 · 8 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 1991 - May 2007 · 15 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.