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Cynthia Gifford

11 Years of Experience
Huntsville, AL
Broker

Cynthia Gifford is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huntsville, AL, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

409 Madison St SE, Huntsville, AL, 35801

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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 is an associate/employee at Pinnacle Asset Management and Pinnacle Financial Partners/Pinnacle Bank, dedicating about a quarter of her time to each. She is also a partner in Tabba, TRG Holdings, LLC, and Washington Holdings, LLC, but spends minimal time on these ventures.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Bbva Wealth Solutions INC.
November 2017 - May 2021 · 3 yrs 6 mos
Bbva Securities INC.Broker
May 2017 - May 2021 · 4 yrs
Synovus Securities, INC.Broker
August 2016 - April 2017 · 8 mos
Bbva Securities INC.Broker
November 2013 - August 2016 · 2 yrs 9 mos
State Registrations1 state
AL
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 Gifford - Financial Advisor | TrueAdvisor