Geraldine CunninghamCRD Number: 1093600
Current Firm: First Financial Advisory Services Inc.
Geraldine Cunningham (CRD# 1093600) is an Investment Advisor Representative working at First Financial Advisory Services Inc. in Westerly, RI and has over 35 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|First Financial Advisory Serv, Corp||Westerly, RI||Aug 2004 - Current||13|
|First Allied Securities, Inc.||Westerly, RI||Dec 1994 - Current||23|
|Town Of Hopkinton||Hopkinton, RI||May 1980 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
Total Assets Under Management148MILLIONS
Total Number of Accounts1,374ACCOUNTS
Average Account Value$108,033
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, GA, IL, MA, MD, ME, MI, NY, PA, RI, SC, TX, VA