Cynthia Westervelt is a registered investment advisor, based in Augusta, GA, with 5 years of industry experience.
Location
147 Davis Road, Suite B, Augusta, GA, 30907
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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 an insurance agent for Avantax Insurance, assisting clients with insurance applications, and a registered client services associate for Noble Oak Financial. She also owns Keystone Gardening LLC, providing pollinator garden installation and maintenance, dedicating about a quarter of her time to this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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.