Philip Cunningham (CRD# 6595152) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Panama City Beach, FL and has over 6 years of experience in the finance industry.
CRD# 6378144
Edward Jones
CRD# 6670715
Lpl Financial LLC
CRD# 2682409
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Panama City Beach, FL | Nov 2018 - Current | 5 |
| Sii | Panama City Beach, FL | Feb 2016 - Nov 2018 | 2 |
| Philip Cunningham Agency | Panama City, FL | Jan 2016 - Feb 2016 | < 1 |
| Aig Financial Network | Panama City, FL | Jun 2015 - Jan 2016 | < 1 |
| Unemployed | Panama City, FL | Mar 2015 - May 2015 | < 1 |
| Lynn Haven Church Of Christ | Lynn Haven, FL | Jun 2005 - Feb 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- FL
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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