Cynthia
Wilson

Homrich Berg

CRD#4896116
Investment Advisor
in Alpharetta, GA

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About this Advisor

Cynthia Wilson is a certified financial planner operating out of Alpharetta, Georgia with a total of 1 year of relevant experience. Wilson works at Homrich Berg. Throughout their career, Wilson has worked at Securian Financial Services Inc, Gv Atlanta Inc, Gv Financial Advisors, Inc, Minnesota Life Ins Co, Joyn Advisors, Inc, Joyn Atlanta, Inc, Wealth Enhancement Group, Wealth Enhancement Advisory Services and Homrich Berg. Wilson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia. Homrich Berg is a registered investment business operating out of Atlanta, GA. It has offices in four locations and a total of 171 advisors. It oversees $13 billion in total assets across its 15,429 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 89 charitable organizations. Of its 15,429 customer accounts, 59% are associated with high-net-worth investors who have more than $1 million in investable assets. Homrich Berg provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees are based on the type of financial services provided. However, fee types billed by Homrich Berg most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2475 Northwinds Parkway Suite 100
Alpharetta, GA 30009

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Homrich Berg Brokerage Details

Total Assets Under Management

$12,528,313,663

GA Average: $3,570,121,308
Total Number of Employees

171

GA Average: 58
Total Number of Accounts

15,429

GA Average: 1,608
Average Account Size

$811,998

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Cynthia Wilson Work History

Cynthia has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Homrich Berg

2020 - Present (4 years)

Wealth Enhancement Advisory Services

2020 - 2022 (2 years)

Wealth Enhancement Group

2016 - 2020 (4 years)

Joyn Advisors, Inc

2016 - 2020 (4 years)

Joyn Atlanta, Inc

2007 - 2020 (13 years)

Securian Financial Services Inc

2007 - 2016 (9 years)

Gv Atlanta Inc

2007 - 2016 (9 years)

Gv Financial Advisors, Inc

2007 - 2020 (13 years)

Minnesota Life Ins Co

*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 Wilson 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 Homrich Berg

Philip Clinkscales
Atlanta, GA
Stephen Sullivan
Atlanta, GA
Thomas Houle
Atlanta, GA
Michael Landsberg
Atlanta, GA
Brandon Cooper
Atlanta, GA
James Pullen
Alpharetta, GA
David Kochamba
Atlanta, GA
Kory Gildea
Atlanta, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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