Cynthia Banks is a registered investment advisor, based in Gilbert, AZ, with 15 years of industry experience.
Location
Gilbert, AZ
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Regulatory History (1)
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Financial
February 2018Final
Employment History
Current Registrations
Kestra Investment Services, LLC
August 2025 - Present · 9 mos
Kestra Investment Services, LLCBroker
August 2025 - Present · 9 mos
Wealthspire Retirement Advisory
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Mutual of America Securities LLCBroker
March 2009 - September 2022 · 13 yrs 6 mos
Mutual of America Life Insurance CompanyBroker
March 2009 - November 2020 · 11 yrs 8 mos
Equitrust Marketing Services, LLCBroker
June 2008 - February 2009 · 8 mos
Charles Schwab & CO., INC.Broker
January 2008 - May 2008 · 4 mos
State Registrations1 state
AZ
Advisor
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.