Cynthia Rose Wilson
Investment adviser representative at Hb Wealth
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.2BFirm assets
Are you Cynthia Rose Wilson? Claim your profile
Contact this firm
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
19 years in the industry.
- Hb WealthSep 2022 to now
- Homrich BergJun 2022 to now
- Wealth Enhancement Advisory ServicesApr 2020 to now
- Wealth Enhancement GroupMay 2020 to Jun 2022
- Joyn Advisors, Inc.Nov 2016 to Apr 2020
- Joyn Atlanta, Inc.Nov 2016 to Apr 2020
- Minnesota Life Ins CoOct 2007 to Apr 2020
- Gv Financial Advisors, Inc.Oct 2007 to Nov 2016
- Securian Financial Services IncSep 2007 to Apr 2020
- Gv Atlanta IncSep 2007 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (GA).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 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
- 4896116
- Firm CRD
- 316731