Joseph Cunningham (CRD# 2513944) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Knoxville, IA and has over 28 years of experience in the finance industry.
CRD# 6915898
Edward Jones
CRD# 5641788
Primerica Advisors
CRD# 4517409
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Usadvisors Wealth Management, LLC | Knoxville, IA | Oct 2016 - Current | 7 |
Securities America, Inc. | Knoxville, IA | Jul 2015 - Current | 8 |
Iowa State Savings Bank | Knoxville, IA | Aug 2004 - Apr 2019 | 14 |
Securities America Advisors | Knoxville, IA | Jul 2015 - Oct 2016 | 1 |
Fintegra, LLC | Minneapolis, MN | Mar 2001 - Jul 2015 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1995 |
S65 | NASAA Investment Advisors Law Examination | May 2003 |
- IA
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Total Assets Under Management425MILLIONS
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Total Number of Accounts2,138ACCOUNTS
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Average Account Value$198,723
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, DC, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SD, TN, TX, VA, WA, WI
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