Cindy Cavener-Sumner (CRD# 5608991) is an Investment Advisor Representative working at Lpl Financial LLC in Granbury, TX and has over 14 years of experience in the finance industry.
CRD# 4185119
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2591615
Robert W. Baird & Company Incorporated
CRD# 4951603
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Granbury, TX | Jul 2017 - Current | 6 |
| Cindy Cavener-sumner & Associates, Inc. | Mckinney, TX | May 2004 - Current | 19 |
| Parkland Securities | Ann Arbor, MI | Aug 2014 - May 2017 | 2 |
| Sammons Securities Company LLC | Ann Arbor, MI | Sep 2010 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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