Austin Cunningham (CRD# 6388609) is an Investment Advisor Representative working at Northwest Asset Management in Atascadero, CA and has over 9 years of experience in the finance industry. Austin Cunningham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6342307
San Luis Wealth Advisors
CRD# 2680698
Ameriprise Financial Services, LLC
CRD# 6095912
San Luis Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nwam, Llc Dba Northwest Asset Management | Mercer Island, WA | Jul 2022 - Current | 1 |
| Lpl Financial LLC | Atascadero, CA | Oct 2019 - Jul 2022 | 2 |
| Edward Jones | St Louis, MO | Sep 2014 - Oct 2019 | 5 |
| Paragon Restaurant & Bar | San Francisco, CA | May 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- CA
- TX
- WA
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Total Assets Under Management3,271MILLIONS
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Total Number of Accounts8,878ACCOUNTS
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Average Account Value$368,481
- 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
- Pension consulting services
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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