Cynthia Minnis
Cynthia Minnis is a registered investment advisor at Lanark Financial, INC., based in Farmington, MO, with 36 years of industry experience. Cynthia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 3,576 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees generally range from 0.50% to 2.50% annually based on the investment manager selected, portfolio size, and complexity. Fees are negotiable.
Fee Estimator
Location
225 East Columbia Street, Farmington, MO, 63640
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Regulatory History (1)
Customer Dispute
November 2015Other Business Activities
Cynthia owns and operates a music performance business since 1998. This activity requires a few hours per week.
Employment History
Current Registrations
Lanark Financial, INC.
Lanark Financial, INC.Broker
Previous Registrations
First State Financial Management
First State Financial Management, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
First American National Securities, INC.Broker
State Registrations10 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.
Exams
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