CW
CW

Cynthia Jones Williams

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
409 clients
Average Client Portfolio
$408K average
Assets Under Management
$167.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
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Location

1230 Main Street, Columbia, SC, 29201

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Cynthia works as a Registered Sales Assistant with First Citizens Asset Management, dedicating a few hours per week. She also works as a sales representative for Mary Kay, purchasing cosmetic products at a discount.

Employment History
Current Registrations
First Citizens Asset Management, INC
January 2018 - Present · 8 yrs 1 mo
First Citizens Investor Services, INC.
May 2017 - Present · 8 yrs 9 mos
First Citizens Investor Services, INC.Broker
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
First Citizens Asset Management, INC
December 2015 - December 2017 · 2 yrs
First Citizens Securities CorporationBroker
November 2013 - January 2016 · 2 yrs 2 mos
State Registrations22 states
ALARCACOFLGAIAINKYMDMEMIMSNCNMNVPASCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.