CW
CW

Cynthia Woods

31 Years of Experience
Columbus, GA
Broker

Cynthia Woods is a registered investment advisor at Truist Advisory Services, INC., based in Columbus, GA, with 31 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2018 advisors
Number of Clients
124,359 clients
Average Client Portfolio
$545K average
Assets Under Management
$67.7B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.

The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.

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Location

1246 First Avenue, 5th Floor - Suite Ia, Columbus, GA, 31901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cynthia is a makeup consultant for Mary Kay, selling makeup to family and friends as a hobby. This activity requires minimal time.

Employment History
Current Registrations
Truist Advisory Services, INC.
September 2016 - Present · 9 yrs 8 mos
Truist Investment Services, INC.Broker
November 2006 - Present · 19 yrs 6 mos
Truist Investment Services, INC.
November 2006 - Present · 19 yrs 6 mos
Previous Registrations
Suntrust Investment Services, INC.
December 2006 - December 2016 · 10 yrs
Synovus Securities, INC.
February 2003 - October 2006 · 3 yrs 8 mos
Synovus Securities, INC.Broker
September 2000 - October 2006 · 6 yrs 1 mo
First Union Brokerage Services, INC.Broker
August 1995 - September 2000 · 5 yrs 1 mo
American Express Financial Advisors INC.Broker
April 1994 - May 1995 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
April 1994 - May 1995 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.