Joseph Cunningham (CRD# 4001472) is an Investment Advisor Representative working at Alden Investment Group in Collegeville, PA and has over 24 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J Alden Associates, Inc. | Wayne, PA | Sep 2022 - Current | 1 |
| Horizons Etfs Management (us) LLC | New York, NY | May 2017 - Current | 7 |
| Foreside Fund Services, LLC | New York, NY | May 2017 - Current | 7 |
| Funds Distributor, LLC | Portland, ME | May 2013 - Current | 11 |
| Mirae Asset Management | New York, NY | Apr 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
- PA
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Total Assets Under Management291MILLIONS
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Total Number of Accounts953ACCOUNTS
-
Average Account Value$305,298
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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