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Cynthia Cairo

29 Years of Experience
Huntington Beach, CA
Broker

Cynthia Cairo is a registered investment advisor at LPL Financial LLC, based in Huntington Beach, CA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

17471 Kennebunk Lane, Huntington Beach, CA, 92649

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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 operates her LPL business through The Elite Financial Network, Inc. She also owns Studio Fusion, a dance and fitness studio, dedicating about a third of her time to it, and is a member of CAIRO HOLDING L.L.C., a real estate holding company, spending minimal time on it.

Employment History
Current Registrations
LPL Financial LLC
January 2022 - Present · 4 yrs 3 mos
LPL Financial LLC
January 2022 - Present · 4 yrs 3 mos
LPL Financial LLCBroker
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Securities America, INC.Broker
September 2017 - December 2021 · 4 yrs 3 mos
Securities America Advisors, INC.
September 2017 - December 2021 · 4 yrs 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2009 - September 2017 · 8 yrs 4 mos
National Planning CorporationBroker
April 2009 - September 2017 · 8 yrs 5 mos
Royal Alliance Associates, INC.Broker
July 2000 - May 2009 · 8 yrs 10 mos
Wm Financial Services, INC.Broker
May 1998 - July 2000 · 2 yrs 2 mos
Great Western Financial Securities CorporationBroker
October 1996 - May 1998 · 1 yr 7 mos
State Registrations1 state
CA
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.
Cynthia Cairo - Financial Advisor | TrueAdvisor