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Cynthia Magner

28 Years of Experience
Concord, NH
1 DisclosureBroker

Cynthia Magner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Concord, NH, with 28 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 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

188 N Main St Ste 3, Concord, NH, 03301

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History

Regulatory History (1)
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Customer Dispute
June 2024
Settled
Other Business Activities

Cynthia is the Secretary for Magner and spends minimal time on this non-investment related activity. She is also the Treasurer for Magner, an investment-related activity, and spends minimal time on this as well.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2006 - Present · 19 yrs 5 mos
Ameriprise Financial Services, LLC
October 2003 - Present · 22 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2003 - Present · 22 yrs 7 mos
Previous Registrations
Ids Life Insurance CompanyBroker
October 2003 - July 2006 · 2 yrs 9 mos
Scudder Investor Services, INC.Broker
June 1995 - November 2001 · 6 yrs 5 mos
State Registrations16 states
ARCACOCTFLMAMENCNHNVNYOHPASCTXVA
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.