linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cynthia Diane Williams

Avantax Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cynthia? Claim Your Profile

About Cynthia Diane Williams

Cynthia Diane Williams is a financial advisor who is registered with Avantax Advisory Services. Cynthia has been in the industry since 2020 and is licensed to provide financial advice in Minnesota. Cynthia has a Series 66 and Series 7TO license. Cynthia Diane Williams also holds the SIE exam. Cynthia has been employed by Avantax Advisory Services since 2020.

Firm Information

Cynthia Williams is currently registered with Avantax Advisory Services. Avantax Advisory Services is a registered investment advisor based in Dallas, Texas. They offer a wide range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Avantax has over 2,400 investment advisor representatives and manages over $41 billion in assets for clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. They also offer wrap fee program participation and other services.
Avantax Advisory Services

3200 OLYMPUS BLVD

DALLAS, TX 75019

$41.70B

Assets Under Management

1,243

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

solicitor referral services to third-party investment managers; participant enrollment meetings

Solicitor referral services to third-party investment managers; participant enrollment meetings

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cynthia Williams’s Registration & Firm History

TX

01/29/2022 - Present

Avantax Advisory Services (DALLAS TX)

Not sure if Cynthia Diane Williams is right for you?

Licenses & Designations

BOTH

Issued 01/29/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cynthia Diane Williams.
Not sure if Cynthia Diane Williams is right for you?