Advisor at LPL Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ocean Shores, WA
Credentials
Series 63, Series 65
Industry experience
33 years
Cynthia Robinson Schmidt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with LPL Financial since 2006. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Ocean Shores, WA
California · Washington
LPL Financial, llc
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Ocean Shores, WA
OSAIC
Lorelle Farber is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Hornor Townsend & Kent. Farber also operates a sole proprietorship offering fixed and variable insurance products and is a member of New Thought Financial Group LLC, which provides administrative and bookkeeping services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset-allocation tools, and portfolio optimization, offering a range of investment options through a large network of advisors.
Series 66
Ocean Shores, WA
Edward Jones
Miles Longenbaugh is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.
CFP®, Series 66
Ocean Shores, WA
Cetera
Barbara Greatwood is a CFP® professional with 28 years of experience in the financial services industry. She is currently a partner emeritus at Northwest Planning & Investments, LLC and has held advisory roles at Cetera and its affiliated entities since 2017. Her prior experience includes over 18 years at First Allied Securities, INC. Greatwood also manages a holding company, Greatwood Wealth Management, LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions supported by a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.
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