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Cynthia Maire Bourdeau Gifford

Raymond James Financial Services Advisors, Inc

Huntsville, AL

CRD 3246115

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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2022-02-22
  • AL RA
    APPROVED
    Since 2022-02-22

Branch Locations

409 Madison St Se, Huntsville, AL 35801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Synovus Securities, Inc. Huntsville AL 08/2016 04/2017
First Commerical Bank Huntsville AL 08/2016 04/2017
Compass Bank Birmingham AL 04/2017 05/2021
Bbva Securities Inc. Hunstville AL 05/2017 05/2021
Bbva Wealth Solutions Inc. Huntsville AL 11/2017 05/2021
Pinnacle Financial Partners/ Pinnacle Bank Huntsville AL 06/2021 02/2022
Raymond James Financial Services, Inc Huntsville AL 02/2022 Present
Raymond James Financial Services Advisors, Inc Huntsville AL 02/2022 Present
  • 08/2016 → 04/2017
    Synovus Securities, Inc.
    Huntsville, AL
  • 08/2016 → 04/2017
    First Commerical Bank
    Huntsville, AL
  • 04/2017 → 05/2021
    Compass Bank
    Birmingham, AL
  • 05/2017 → 05/2021
    Bbva Securities Inc.
    Hunstville, AL
  • 11/2017 → 05/2021
    Bbva Wealth Solutions Inc.
    Huntsville, AL
  • 06/2021 → 02/2022
    Pinnacle Financial Partners/ Pinnacle Bank
    Huntsville, AL
  • 02/2022 → Present
    Raymond James Financial Services, Inc
    Huntsville, AL
  • 02/2022 → Present
    Huntsville, AL
Previous Registrations
  • 2017-11-27 → 2021-05-07
    Pnc Managed Account Solutions, Inc.
    Huntsville, AL
Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 409 Madison St SE, Huntsville, AL, 35801-4204, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/14/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Licensed Bank Associate (2)Name of Business: Tabba Address: 2771 Deford Mill Rd SE, Owens Crossroads, AL, 35763, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 07/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None (3)Name of Business: TRG Holdings, LLC Address: 2771 Deford Mill Rd SE, Owens Crossroads, AL, 35763, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a silent partner in this. I do nothing for the company. (4)Name of Business: Washington Holdings, LLC Address: 2771 Deford Mill Rd SE, Owens Crossroads, AL, 35763, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-22
S63 Uniform Securities Agent State Law Examination 2013-12-10
  • S66 Uniform Combined State Law Examination
    2017-11-22
  • S63 Uniform Securities Agent State Law Examination
    2013-12-10
Other Names
  • Cindy Bargull
  • Cynthia M Bourdeau
  • Cynthia Marie Bourdeau
  • Cynthia Marie Gifford
  • Cindy Gifford

View on SEC IAPD

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