Cynthia Reninger is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mint Hill, NC, with 26 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
4520 Mint Hill Village Lane, Suite 105, Mint Hill, NC, 28227
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cynthia operates Carolina Retirement Solutions as a DBA for her LPL business. This activity is investment-related and takes about half of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Tricapital Wealth Management, INC.
Triad Advisors LLCBroker
Cetera Advisor Networks LLCBroker
Financial Network Investment CorporationBroker
State Registrations1 state
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.