Cynthia Loftin is a registered investment advisor at LPL Financial LLC, based in Monroe, LA, with 23 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
1896 Hudson Circle, Ste. 6, Monroe, LA, 71201
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Regulatory History (1)
Criminal
May 1997Other Business Activities
Cynthia operates Riverlink Advisors as a DBA for her LPL business, dedicating about a quarter of her time. She also owns Ironwood Fence Company LLC since 2007.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fsc Securities CorporationBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations10 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.