CS
Cindy T. Savage
WRS FINANCIAL SERVICES, L.L.C.
TUSCALOOSA, AL 35406
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CRD#: 4652938
CS
Professional summary
Cindy Thomason Savage is a registered financial advisor currently at WRS FINANCIAL SERVICES, L.L.C. located in Tuscaloosa, Alabama.
Cindy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Cindy has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Cindy Thomason Savage's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 21, 2000 - Present
WRS FINANCIAL SERVICES, L.L.C.
Office #1: 216 Mcfarland Circle N., Tuscaloosa, AL 35406RIA
CRD#: 126693
TUSCALOOSA, AL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(9/21/2000)
Exams
Current Firm
WF
WRS FINANCIAL SERVICES, L.L.C.
WRS FINANCIAL SERVICES, L.L.C.
CRD#: 126693 / SEC#:
Alabama
Registered Investment Advisory firm - (7/18/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
216 Mcfarland Circle N., Tuscaloosa, AL 35406
Mailing Address
Phone number
(205) 345-5860
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 97 |
| AUM (Assets Under Management) | $ 26,232,295 |
Red Flags
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Company Information
WRS FINANCIAL SERVICES, L.L.C.
CRD#: 126693Tuscaloosa, AL 35406TRUST BUT VERIFY
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