Cynthia Sue Staley

Private Client Services, LLC

31 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Private Client Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

633 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$323K average

Assets Under Management

$1.1B

Location

275 West Third Street, Suite 600, Vancouver, WA, 98660

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Cynthia is associated with Johnson Bixby & Associates, LLC, a registered investment advisor (RIA). This requires nearly full-time commitment, with a significant portion during trading hours.

Employment History

Current Registrations

Private Client Services, LLCBroker

August 2022 - Present · 3 yrs 6 mos

Johnson Bixby

February 2022 - Present · 4 yrs

Previous Registrations

Securities America Advisors, INC.

November 2020 - May 2021 · 6 mos

Securities America, INC.Broker

October 2020 - August 2022 · 1 yr 10 mos

Kms Financial Services, INC

October 2018 - November 2020 · 2 yrs 1 mo

Kms Financial Services, INC.Broker

January 2006 - November 2020 · 14 yrs 10 mos

Banc of America Investment Services, INC.Broker

July 1999 - August 2005 · 6 yrs 1 mo

Ba Investment Services, INC.Broker

July 1998 - July 1999 · 1 yr

Seafirst Investment Services, INC.Broker

February 1994 - July 1998 · 4 yrs 5 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.