Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Manning-brown is a registered Investment Advisor Representative with Level Four Advisory Services, LLC. Cynthia has been in the financial services industry since 1994, and holds Series 63 and Series 65 licenses. In addition to her advisory services, Cynthia also provides insurance services through Level Four Insurance Services, LLC and accounting and tax services through Manning & Associates. Cynthia specializes in providing financial planning services to a variety of clients, including individuals, families, and small businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
07/09/2012 - Present
Level Four Advisory Services (DALLAS TX)
TX
11/05/2012 - 08/23/2019
LPL FINANCIAL LLC (PLANO TX)
TX
09/17/2010 - 11/13/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (DESOTO TX)
TX
11/29/2002 - 10/11/2010
SWS FINANCIAL SERVICES (DESOTO TX)
TX
05/09/2001 - 12/02/2002
EDI FINANCIAL, INC. (IRVING TX)
TX
01/07/1997 - 06/11/2001
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
TX
01/06/1994 - 12/31/1996
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IA
Issued 06/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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