Cynthia H. Betsher

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CRD#: 1693428

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cynthia Hull Betsher, CFP®, who also goes by Cynthia Hull Benton, Cindy Betsher, Cynthia Benton Betsher, Cynthia H Betsher, was a registered financial professional .

Cynthia is a previously registered financial professional and started their career in finance in 1987. Cynthia had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Cynthia Hull Benton | Cindy Betsher | Cynthia Benton Betsher | Cynthia H Betsher

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Advisor; CFP Start Date: 2/15/2017 Hours per month: 61% - 70% (97 - 112 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Investment Advisor Representative to do fee-based consulting or service 401(k) Plans. Business Name: Towson Wealth Management Investment Related: Yes Address: One North Park Drive, Suite 201 Hunt Valley MD 21030 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: RR or IAR Start Date: 2/15/2017 Hours per month: 61% - 70% (97 - 112 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Financial planning services Business Name: CYNTHIA H BETSHER - INSURANCE POSITION: insurance broker NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2021 ADDRESS: 24 Prospect Bay Drive W, Grasonville MD 21638, United States DESCRIPTION: I researched alternative benefit companies and assisted in moving their benefits from The Hartford (where they had been for many years) to Mutual of Omaha [MOO]. I receive commissions from MOO. Business Name: PROSPECT BAY GARDEN CLUB MEMBER POSITION: 50/50 table member NATURE: 50/50 table INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/14/2022 ADDRESS: Prospect Bay Country Club, Grasonville MD 21638 DESCRIPTION: See above.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Past

February 15, 2017 - November 8, 2023

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

TOWSON, MD

Past

February 15, 2017 - November 8, 2023

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Towson, MD

Past

July 25, 2003 - February 16, 2017

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

HUNT VALLEY, MD

Past

July 25, 2003 - February 16, 2017

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

HUNT VALLEY, MD

Past

January 21, 2003 - July 28, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

HUNT VALLEY, MD

Past

December 17, 2002 - July 28, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

April 15, 1999 - December 18, 2002

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

January 1, 1999 - December 18, 2002

NATHAN & LEWIS SECURITIES, INC.

RIA

CRD#: 8503

HUNT VALLEY, MD

Past

January 20, 1997 - April 20, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

January 20, 1997 - April 20, 1999

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

June 16, 1995 - December 4, 1996

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

March 3, 1995 - May 3, 1995

COMPREHENSIVE FINANCIAL SERVICES, INC.

CRD#: 22710

Past

August 12, 1987 - November 28, 1989

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/30/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/29/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/24/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/2/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 5/7/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/5/1999

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 8/14/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Cynthia H. Betsher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

NATHAN & LEWIS SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

SECURIAN FINANCIAL SERVICES, INC.

COMPREHENSIVE FINANCIAL SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/1998

Series 63

Date: 11/29/1995

SIE

Date: 10/1/2018

Series 7

Date: 6/24/1999

Series 6

Date: 3/2/1995

Series 51

Date: 5/7/2003

Series 24

Date: 11/5/1999

Series 26

Date: 8/14/1997

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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