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Cynthia Rose Wilson

Homrich Berg

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About Cynthia Rose Wilson

Cynthia Rose Wilson is a financial advisor with Homrich Berg, a firm with over 68 investment advisor representatives and $15.2 billion in regulatory assets under management. Cynthia is a Certified Financial Planner™ and specializes in working with high-net-worth individuals, families, and businesses. She has a strong background in financial planning, portfolio management, and investment advisory services. Cynthia also provides bill pay services and selection of other advisors.

Firm Information

Cynthia Wilson is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

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 Wilson’s Registration & Firm History

GA

09/20/2022 - Present

Homrich Berg (Alpharetta GA)

GA

10/04/2007 - 04/30/2020

SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)

GA

02/21/2005 - 11/09/2006

RBC DAIN RAUSCHER INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 03/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 02/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cynthia Rose Wilson.
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