Cynthia
Anderson

Raymond James Financial Services Advisors, Inc

CRD#1645194
Investment Advisor
in Charlotte, NC
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About this Advisor

Cynthia Anderson is a certified financial planner based in Charlotte, North Carolina, with a total of 27 years of experience as a financial advisor. Anderson works at Raymond James Financial Services Advisors, Inc. Over the course of their career, they have held roles at Raymond James Financial Services Advisor, Inc, Anderson Financial Planning, Voya Financial Advisors, Raymond James Financial Services, Inc and Gaskin Asset Management LLC. Anderson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Raymond James Financial Services Advisors, Inc is a registered investment business based out of Charlotte, North Carolina. The investment advisory business has offices in 2,040 locations and a total of 5,600 financial advisors. It administers $81 billion in total assets among its 280,698 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 100 charitable organizations. Of its 280,698 customer accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets. The business provides a number of services, including 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. Financial management fee schedules typically depend on which services the firm provides the client. Fees charged by Raymond James Financial Services Advisors, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

27 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, Others

Disclosures

No

Office Location

7301 Carmel Executive Parkway Suite 102
Charlotte, NC 28226

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

NC Average: $1,855,561,029
Total Number of Employees

6,224

NC Average: 62
Total Number of Accounts

343,734

NC Average: 2,474
Average Account Size

$301,664

NC Average: $750,025

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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 Anderson Work History

Cynthia has 27 years of experience.

2017 - Present (2 years)

Raymond James Financial Services Advisor, Inc

2017 - Present (2 years)

Raymond James Financial Services, Inc

2017 - Present (2 years)

Gaskin Asset Management LLC

2001 - Present (18 years)

Anderson Financial Planning

1991 - 2017 (26 years)

Voya Financial Advisors

Disclosures

Cynthia Anderson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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