James Cunningham, financial advisor Rapid City SD
93 score

James Cunningham

CRD Number: 3038854
Current Firm: Commonwealth Financial Network

James Cunningham (CRD# 3038854) is an Investment Advisor Representative working at Commonwealth Financial Network in Rapid City, SD and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Whitesell Financial Group Rapid City, SD Nov 2007 - Current 9
Commonwealth Financial Network Waltham, MA Nov 2007 - Current 9
Wells Fargo Private Client Services Rapid City, SD Apr 2005 - Nov 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for James P. Cunningham
Phone Number: 781-736-0700
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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