Geraldine Cunningham, financial advisor Westerly RI
93 score

Geraldine Cunningham

CRD 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 33 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Securities, Inc. Westerly, RI Dec 1994 - Current 22
Town Of Hopkinton Hopkinton, RI May 1980 - Current 36
Mutual Of Omaha Providence, RI Jun 1977 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
Contact Info for Geraldine B. Cunningham
Phone Number: 401-596-0193
Registered State(s):
  • CT
  • MA
  • RI
  • VA
  • TX
By the Numbers
  • Total Assets Under Management
    147
    MILLIONS
  • Total Number of Accounts
    1,420
    ACCOUNTS
  • Average Account Value
    $103,526
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, GA, IL, MA, MD, ME, MI, NY, PA, RI, SC, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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