Cynthia Lynn Youngcourt

Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2005 → 05/2017
  Lau Associates, Llc
  Greenville, DE
• 08/2017 → 09/2017
  Thrive Capital Management, Llc
  Fort Washington, PA
• 03/2018 → 12/2018
  Mercap Securities, Llc
  Paoli, PA
• 01/2018 → 02/2021
  Affinity Wealth
  Wilmington, DE
• 09/2017 → 12/2017
  Creative Financial Group
  Montchanin, DE
• 02/2021 → 11/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 11/2021 → 01/2024
  Affinity Wealth Management Llc
  Wilmington, DE
• 02/2024 → Present
  Theia Financial
  Wilmington, DE

Previous Registrations

• 2021-12-13 → 2024-02-01
  Affinity Wealth Management Llc
  Wilmington, DE
• 2021-05-04 → 2021-12-13
  Vanguard Advisers, Inc.
  Malvern, PA
• 2019-03-22 → 2021-03-01
  Affinity Wealth Management Llc
  Wilmington, DE
• 2017-09-06 → 2017-10-02
  Thrive Capital Management, Llc
  Fort Washington, PA

Other Businesses

THEIA FINANCIAL-INSURANCE AND ANNUITY SALES 2/5/2024 INVESTMENT ADVISOR REPRESENTATIVE 30 HOURS A MONTH DUDRING TRADING HOURS AND 10 HOURS DURING NON TRADING HOURS I analyze clients' goals, investment and income needs and sometimes life insurance, long term care insurance and or annuities are part of the financial plan.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-04-09

Designations

• Certified Financial Planner

Other Names

• Paranczak Lynn Cynthia
• Cynthia Lynn Paranczak
• Cynthia Lynn Youngcourt
• Cynthia L Youngcourt
• Cynthia Youngcourt