Cynthia Lynn Hunt
Investment adviser representative at Pgi Wealth Management
44 yearsExperience
1 stateRegistered in
$930.6MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
44 years in the industry.
- Pgi Wealth ManagementFeb 2022 to now
- Cynthia L Hunt, EaFeb 1982 to now
- Cyntax, LLCAug 2005 to Apr 2025
- Avantax Investment Services, Inc.Nov 2002 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (AL).
Pgi Wealth Management
Legal name: Philip James Wealth Management, LLC
$930.6MAssets managed
497Clients
7Advisers
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
- 4632638
- Firm CRD
- 297517