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Cynthia Lea Shuford-stover

Global Financial Private Client

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About Cynthia Lea Shuford-stover

Cynthia Lea Shuford-stover is an Investment Advisor Representative at Global Financial Private Client, based in Sarasota, Florida. Cynthia has been in the financial services industry for over 20 years, and has a strong track record of success in helping individuals and families achieve their financial goals. Cynthia specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Cynthia is committed to providing her clients with personalized service and a high level of expertise.

Firm Information

Cynthia Shuford-stover is currently registered with Global Financial Private Client. Global Financial Private Client is an investment advisor based in Sarasota, Florida with $515,669,023 in regulatory assets under management. The firm provides portfolio management for individuals, businesses and investment companies, financial planning, pension consulting, and selection of other advisors. They specialize in serving high-net-worth individuals, corporations, and pension and profit-sharing plans.
Global Financial Private Client

6000 CATTLERIDGE DRIVE

SARASOTA, FL 34232

$515.67M

Assets Under Management

Not reported

Total Clients

5

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Cynthia Shuford-stover’s Registration & Firm History

FL

01/01/2025 - Present

Global Financial Private Client (SARASOTA FL)

FL

02/24/2005 - 02/14/2018

G.F. INVESTMENT SERVICES, LLC (SARASOTA FL)

CA

05/02/2005 - 08/02/2005

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

FL

07/03/2002 - 12/31/2004

INTERSECURITIES, INC. (ST. PETERSBURG FL)

MO

05/29/2001 - 05/08/2002

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

02/13/1998 - 04/03/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

08/31/1994 - 03/04/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

06/26/1986 - 07/05/1991

MUNICIPAL SECURITIES, INCORPORATED

TN

02/17/1982 - 07/05/1991

MUNICIPAL SECURITIES, INCORPORATED (MEMPHIS TN)

NA

05/06/1985 - 05/01/1986

MUNICIPAL SECURITIES, INCORPORATED

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Licenses & Designations

IA

Issued 06/21/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/1982

Series 27 - Financial and Operations Principal Examination

BC

Issued 02/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 08/30/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cynthia Lea Shuford-stover.
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