Cynthia Sue Staley
Investment adviser representative at Johnson Bixby
20 yearsExperience
1 stateRegistered in
$933.7MFirm assets
5 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
Experience
20 years in the industry.
- Private Client ServicesAug 2022 to now
- Johnson BixbyApr 2021 to now
- Securities America, Inc.Nov 2020 to Aug 2022
- Securities America Advisors, Inc.Nov 2020 to May 2021
- Kms Financial Services, IncJan 2006 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
Johnson Bixby
Legal name: Johnson Bixby & Associates, LLC
$933.7MAssets managed
777Clients
13Advisers
5 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
- 2455739
- Firm CRD
- 310839