Cynthia
Skaggs

Lpl Financial LLC

CRD#4458180
Investment Advisor
in Atlanta, GA
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About this Advisor

Cynthia Skaggs is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered advisor with Lpl Financial LLC, they have accumulated 15 years of professional experience as a financial advisor. Skaggs has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Skaggs can act as an advisor based out of Georgia and Texas. During their career, Skaggs has held roles at Securities America Advisors, Inc and Lpl Financial LLC. Lpl Financial LLC is based out of Atlanta, Georgia, and has 8,011 brick-and-mortar locations in the country. As a company, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 client accounts and retains more than 22,703 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lpl Financial LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

200 Ashford Center N, Ste 400
Atlanta, GA 30338

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

GA Average: $16,012,751,954
Total Number of Employees

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Cynthia Skaggs Work History

Cynthia has 15 years of experience.

2011 - Present (8 years)

Lpl Financial LLC

2003 - 2011 (8 years)

Securities America Advisors, Inc

Disclosures

Cynthia Skaggs has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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