Patrick Cunningham, financial advisor Troy MI

Patrick Cunningham

CRD Number: 4603691
Current Firm: Cunningham & Associates, LLC

Patrick Cunningham (CRD# 4603691) is an Investment Advisor Representative working at Cunningham & Associates, LLC in Troy, MI and has 1 year of experience in the finance industry. Patrick 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.

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Professional Designations
Company Name Location Dates Years
Cunningham & Associates Advisory Services, Pllc Troy, MI Jan 2011 - Current 13
Cunningham & Associates, LLC Troy, MI Jan 2003 - Current 21

Patrick Cunningham has no recent exams reported.
Contact Info for Patrick W. Cunningham
Phone Number: 248-952-1502
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $407,687
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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