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Cynthia Lynn Hunt

PGI Wealth Management

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About Cynthia Lynn Hunt

Cynthia Lynn Hunt is an investment advisor representative at PGI Wealth Management. Cynthia has been in the financial industry since 2003. Cynthia has worked as a tax preparer and accountant for over 30 years and has an extensive background in accounting and tax preparation. Cynthia is a member of the Alabama Society of Enrolled Agents and the Accreditation Council for Accountancy and Taxation. Cynthia holds Series 6, Series 63, and Series 65 licenses. Cynthia is licensed to provide investment advisory services in Alabama and Georgia.

Firm Information

Cynthia Hunt is currently registered with PGI Wealth Management. PGI Wealth Management is a Milton, GA-based registered investment advisor with over $934 million in assets under management. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. They have a team of 7 investment advisor representatives.
PGI Wealth Management

13680 HIGHWAY 9

MILTON, GA 30004

$934.44M

Assets Under Management

307

Total Clients

7

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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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 Hunt’s Registration & Firm History

GA

02/01/2022 - Present

PGI Wealth Management (MILTON GA)

AL

03/13/2003 - 12/14/2020

AVANTAX INVESTMENT SERVICES, INC. (Huntsville AL)

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Licenses & Designations

IA

Issued 01/28/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cynthia Lynn Hunt.
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