Cynthia
Wilson

Securian Financial Services, Inc

CRD#4896116
Investment Advisor
in Atlanta, GA
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About this Advisor

Cynthia Wilson is a certified financial planner based out of Atlanta, Georgia, who has been in the financial industry for 11 years. Wilson is currently employed by Securian Financial Services, Inc. During their career, the advisor has held roles at Securian Financial Services Inc, Gv Atlanta Inc, Crw Consulting LLC, Gv Capital Management, Inc, Gv Financial Advisors, Inc, Joyn Atlanta, Inc, Minnesota Life Ins Co and Joyn Advisors, Inc. Wilson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Securian Financial Services, Inc is a firm that has its headquarters in Atlanta, Georgia. It has offices in 172 locations and a total of 1,703 financial advisors. It oversees $10 billion in total assets between its 34,933 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 129 charities and foundations. Of its 34,933 client accounts, 19% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Securian Financial Services, Inc offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules depend on which service is offered. However, fee types billed by Securian Financial Services, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1100 Abernathy Road Building 500 Suite 500
Atlanta, GA 30328

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$9,618,552,924

GA Average: $5,289,111,388
Total Number of Employees

1,635

GA Average: 157
Total Number of Accounts

39,256

GA Average: 8,262
Average Account Size

$245,021

GA Average: $640,173

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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

Cynthia Wilson Work History

Cynthia has 11 years of experience.

2016 - Present (3 years)

Joyn Atlanta, Inc

2016 - Present (3 years)

Joyn Advisors, Inc

2007 - Present (12 years)

Securian Financial Services Inc

2007 - Present (12 years)

Minnesota Life Ins Co

2007 - 2016 (9 years)

Gv Atlanta Inc

2007 - 2009 (2 years)

Crw Consulting LLC

2007 - 2011 (4 years)

Gv Capital Management, Inc

2007 - 2016 (9 years)

Gv Financial Advisors, Inc

Disclosures

Cynthia Wilson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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