Cynthia Janine Crossen

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → 02/2018
  Scottrade, Inc.
  Huntsville, AL
• 02/2018 → 04/2018
  Td Ameritrade, Inc.
  Huntsville, AL
• 02/2018 → 04/2018
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 08/2018 → Present
  Suntrust Investment Services Inc
  Atlanta, GA
• 08/2018 → Present
  Suntrust Bank
  Knoxville, TN
• 04/2018 → 08/2018
  Unemployed
  Knoxville, TN
• 08/2018 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-02-27 → 2018-04-04
  Td Ameritrade, Inc.
  Huntsville, AL
• 2018-02-26 → 2018-04-04
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 2017-05-05 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-05-05
• S63 Uniform Securities Agent State Law Examination
  1997-10-06

Other Names

• Cindy Smith
• Cindy Crossen