Cynthia Rene Nagel
Investment adviser representative at LPL Financial LLC
24 yearsExperience
19 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- LPL Financial LLCJul 2021 to now
- Carol SarracinoJul 2018 to now
- Various Insurance Carriers for W&r Insurance AgenciesJul 2018 to now
- Waddell & Reed, Inc.Jul 2018 to now
- Itex CorporationJan 2016 to now
- Rio Vista Church of the Nazarene BoardJan 2016 to now
- Independent ServerMay 2013 to now
- Insurance SalesAug 2008 to now
- Independent Insurance AgentJun 2007 to now
- Cynthia's CreationsJan 2002 to now
- Hallmark CorporationFeb 2018 to Jan 2019
- Securities AmericaDec 2016 to Mar 2018
- Cue Financial Group/pfgaApr 2016 to Mar 2018
- Foothill SecuritiesMar 2016 to Dec 2016
- Jemez Community Development CorporationMar 2012 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 19 states (AL, AR, CA, CO, DE, FL, ID, IN, KS, MN, MO, MT, NM, OH, SC, TX, UT, WA, WY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2188850
- Firm CRD
- 6413