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Cynthia Boman Thompson

JOHNSON BIXBY & ASSOCIATES, LLC·VANCOUVER, Washington
Clean record6 years registeredJOHNSON BIXBY & ASSOCIATES, LLC
275 WEST THIRD STREET, VANCOUVER, WA 98660CRD# 7223773Firm CRD# 310839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cynthia Boman Thompson · VANCOUVER, WA
Registration
CRD #7223773 · JOHNSON BIXBY & ASSOCIATES, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

JOHNSON BIXBY
Oct 2020 – present
KMS FINANCIAL SERVICES, INC
Feb 2020 – Oct 2020
VANCOUVER, WA
02

Registrations & Exams

Registration record
First registered · February 26, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JOHNSON BIXBY & ASSOCIATES, LLC
CRD 310839 · SEC 801-119645
AUM
$695M
Regulatory assets under management
Employees
12
2,060 client accounts
Services offered by JOHNSON BIXBY & ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JOHNSON BIXBY & ASSOCIATES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Cynthia Boman Thompson offer?
Cynthia Boman Thompson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VANCOUVER, Washington for a consultation.
What are Cynthia Boman Thompson's credentials?
Cynthia Boman Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cynthia Boman Thompson located?
Cynthia Boman Thompson is based in VANCOUVER, Washington, working with JOHNSON BIXBY & ASSOCIATES, LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Cynthia Boman Thompson charge for services?
Cynthia Boman Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOHNSON BIXBY & ASSOCIATES, LLC?
JOHNSON BIXBY & ASSOCIATES, LLC has approximately 12 employees and manages $695M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Heidi Marie Johnson Bixby
VANCOUVER, WA
CFP

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