William Cunningham (CRD# 1799567) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has over 29 years of experience in the finance industry. William 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# 2181026
Commonwealth Financial Network
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Wealth Planning Services | Columbus, OH | Jun 2019 - Current | 4 |
| 1st Global Capital Corp. | Colorado Springs, CO | Oct 2017 - Jun 2019 | 1 |
| I.m. Wealth Care, LLC | Colorado Springs, CO | Feb 2019 - Apr 2019 | < 1 |
| William Joseph Cunningham | Norwalk, OH | Dec 2018 - Feb 2019 | < 1 |
| Payne Nickles & Company | Norwalk, OH | Oct 2017 - Dec 2018 | 1 |
| Hancock/whitney Investment Services, Inc. | Bradenton, FL | Feb 2017 - Sep 2017 | < 1 |
| Hancock/whitney Bank | Bradenton, FL | Feb 2017 - Sep 2017 | < 1 |
| Unemployed | Sarasota, FL | Jan 2017 - Feb 2017 | < 1 |
| Fidelity Brokerage Services LLC | Sarasota, FL | Dec 2014 - Jan 2017 | 2 |
| Eagle Strategies LLC | Columbia, SC | Jan 2010 - Dec 2014 | 4 |
| Nylife Securities | Wayne, PA | Dec 2006 - Dec 2014 | 8 |
| New York Life Ins. Co | Valley Forge, PA | Oct 2006 - Dec 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- OH
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Total Assets Under Management1,729MILLIONS
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Total Number of Accounts2,850ACCOUNTS
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Average Account Value$606,500
- 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)
CA, FL, IL, LA, MD, NC, NY, OH, PR, TX, VA
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