Cynthia
Derso
Proactive Wealth Strategies, LLC
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About this Advisor
Cynthia Derso is a financial advisor who works in Marietta, Georgia with a total of 1 year of industry experience. Derso currently works for Proactive Wealth Strategies, LLC. Their career trajectory has included roles at Invest Financial Corp, Lpl Financial LLC and Proactive Wealth Strategies, LLC. Derso maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Georgia. Proactive Wealth Strategies, LLC is a business that has its headquarters in Marietta, GA. The company has just five financial advisors. It oversees $180 million in total assets among its 898 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 898 client accounts, 28% are associated with high-net-worth clients who have at least $1 million in investable assets. Proactive Wealth Strategies, LLC has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which service is offered. Fees charged by Proactive Wealth Strategies, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Proactive Wealth Strategies, LLC Brokerage Details
$179,768,266
5
898
$200,187
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cynthia Derso Work History
Cynthia has been registered as a financial advisor for 1 years.*
Proactive Wealth Strategies, LLC
Lpl Financial LLC
Invest Financial Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cynthia Derso to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Proactive Wealth Strategies, LLC
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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