Cynthia Montgomery-Adams
Cynthia Montgomery-Adams is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vancouver, WA, 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
Firm Size
IM Fee
Assets Under Management
Location
611 W Columbia Way, Vancouver, WA, 98660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cynthia works as an associate/employee for OnPoint Investment Services, offering the sale and service of non-deposit investment products. This takes about half of Cynthia's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Edward Jones
Edward JonesBroker
State Registrations8 states
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