Cynthia D. Frazier

PINE CONE

Centennial, CO 80112

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CRD#: 5316076

Professional summary

Cynthia Diane Frazier, CFP®, who also goes by Cindy Byer, is a registered financial advisor currently at PINE CONE, LLC located in Centennial, Colorado.

Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Cynthia has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cindy Byer

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.

CYNTHIA FRAZIER, CPA, NON-INVESTMENT RELATED, TAX RETURN PREPARATION, OWNER, 03/15/1985, 160HRS.....

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia Diane Frazier'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

February 25, 2013 - Present

PINE CONE, LLC

Office #1: 8127 S. Spruce Circle, Centennial, CO 80112

RIA

CRD#: 165642

Centennial, CO

Past

March 28, 2007 - February 17, 2010

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

CENTENNIAL, CO

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

Colorado
(2/25/2013)

IAR

Florida
(8/20/2014)

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

Current Firm

PINE CONE, LLC

CRD#: 165642 / SEC#:

Colorado

Registered Investment Advisory firm - (2/25/2013 Approved)

Florida

Registered Investment Advisory firm - (8/20/2014 Approved)

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Contact information

Main Address

8127 S. Spruce Circle, Centennial, CO 80112

Mailing Address

Phone number

(303) 771-5291

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Cynthia D. Frazier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia Diane Frazier's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINE CONE, LLC

AVANTAX ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Current Firm

PINE CONE, LLC

Contact information

Documents

Red Flags

Company Information

PINE CONE, LLC

TRUST BUT VERIFY

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