Cynthia Lanham is a registered investment advisor, based in Danville, KY, with 16 years of industry experience.
Location
213 W. Main Street, Danville, KY, 40422
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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 affiliated with Avantax Insurance Agency and/or Avantax Insurance Services, selling Equity Indexed Annuities, dedicating minimal time. She also manages the daily operations of McDaniel Wealth Management PLLC, a tax accounting practice, on a full-time basis, and works as an insurance agent for Shelter Insurance, selling property, casualty, and life insurance products, taking nearly full-time hours.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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