Cynthia E. Best
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 Elizabeth Best, who also goes by Cindy Best, Cynthia Elizabeth Best, Cynthia E Best, was a registered financial professional .
Cynthia is a previously registered financial professional and started their career in finance in 2018. Cynthia had worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 2, 2020 - January 6, 2021
BEACON WEALTH CONSULTANTS, INC.
May 1, 2018 - August 13, 2019
TIMOTHY PARTNERS, LTD.
Primary Firm SEC Registration
BEACON WEALTH CONSULTANTS, INC.
CRD#: 154939 / SEC#: 801-118970
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 12/4/2018
General Securities Representative ExaminationCurrent Firm
BEACON WEALTH CONSULTANTS, INC.
CRD#: 154939 / SEC#: 801-118970
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,097 |
| AUM (Assets Under Management) | $ 236,888,006 |
Red Flags
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