CL
CFP
CL
CFP

Cynthia Lange

21 Years of Experience
Boise, ID
Broker

Cynthia Lange is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Boise, ID, with 21 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, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

101 South Capitol Boulevard, Suite 1800, Boise, ID, 83702

Get directions

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.

Learn about disclosures →
Other Business Activities

Cynthia is a notary public for the state of Idaho since 2012, providing notary services. This activity requires minimal time.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
September 2009 - Present · 16 yrs 8 mos
D.A. Davidson & CO.
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - October 2009 · 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2009 · 4 mos
Citigroup Global Markets INC.
March 2009 - June 2009 · 3 mos
Citigroup Global Markets INC.Broker
November 2008 - June 2009 · 7 mos
Edward JonesBroker
April 2002 - December 2005 · 3 yrs 8 mos
State Registrations34 states
AKALAZCACODEFLGAHIIDILINKSLAMAMDMNMOMTNCNENHNJOHORPASCTNTXUTVAWAWIWY
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 Lange - Financial Advisor | TrueAdvisor