John Cunningham (CRD# 6543551) is an Investment Advisor Representative working at Reality Financial Planning Services, LLC in Sarasota, FL and has over 8 years of experience in the finance industry. John 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# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Tiaa | Sarasota, FL | May 2018 - Current | 6 |
Tiaa-cref Individual & Institutional Services, LLC | Sarasota, FL | May 2018 - Current | 6 |
Global Financial Private Capital, LLC | Sarasota, FL | Jan 2015 - May 2018 | 3 |
Bank Of America | Sarasota, FL | Jul 2010 - Jan 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
S63 | Uniform Securities State Law Examination | Jun 2018 |
- FL
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Total Assets Under Management74MILLIONS
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Total Number of Accounts394ACCOUNTS
-
Average Account Value$188,051
- 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
- Educational seminars/workshops
FL
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