Cynthia Gibson
Cynthia Gibson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sitka, AK, with 27 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
124 Lincoln St., Suite 201, Sitka, AK, 99835
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cynthia is involved in several business activities, including Wayfinder Wealth LLC (for tax/investment purposes and as a DBA for her LPL business), non-variable insurance, real estate rental through Gibson Rentals LLC, and Alaska Storytellers. These activities range from full-time commitments to about 10-20% of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations18 states
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