![Cynthia Patry, financial advisor Wichita KS](/img/ws/profile-blank-sq.png)
Cynthia Patry (CRD# 4681947) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wichita, KS and has over 18 years of experience in the finance industry.
![Kaden Adams, financial advisor Wichita KS](/img/ws/profile-blank-sq.png)
CRD# 6242646
Equitable Advisors, LLC
![Tracee Adams, financial advisor Wichita KS](/img/ws/profile-blank-sq.png)
CRD# 5858361
American Independent Securities Group, LLC
![Aaron Alexander, financial advisor Wichita KS](/img/ws/profile-blank-sq.png)
CRD# 4001851
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Chales Schwab & Company,inc | Witchita, KS | Aug 2023 - Current | < 1 |
Charles Schwab Bank Ssb | Wichita, KS | Aug 2023 - Current | < 1 |
Morgan Stanley Private Bank, N.a | New York, NY | Sep 2021 - Aug 2023 | 1 |
Morgan Stanley | Wichita, KS | Jul 2021 - Aug 2023 | 2 |
Volunteer For Non-profit | Wichita, KS | Mar 2020 - Jul 2021 | 1 |
Mutual Securities, Inc. | Camarillo, CA | May 2020 - Mar 2021 | < 1 |
Wealth Alliance Advisory Group, LLC | Wichita, KS | May 2020 - Mar 2021 | < 1 |
Wealth Alliance | Wichita, KS | May 2020 - Mar 2021 | < 1 |
Td Ameritrade | Wichita, KS | Jun 2003 - Apr 2020 | 16 |
Td Ameritrade Investment Management, LLC | Omaha, NE | Jun 2003 - Apr 2020 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2006 |
S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- KS
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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