Garrett CunninghamCRD Number: 1898087
Current Firm: Commonwealth Financial Network
Garrett Cunningham (CRD# 1898087) is an Investment Advisor Representative working at Commonwealth Financial Network in Upland, CA and has over 24 years of experience in the finance industry.
Jst Investment Consulting
Eclectic Associates, Inc.
Asset Planning, Inc.
|Commonwealth Financial Network||Waltham, MA||Nov 1997 - Current||20|
|Cunningham & Voss Financial Services||Upland, CA||Nov 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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