John Cunningham, financial advisor Westfield NJ

John Cunningham

CRD Number: 2359267
Current Firm: Alliant Retirement Consulting

John Cunningham (CRD# 2359267) is an Investment Advisor Representative working at Alliant Retirement Consulting in Westfield, NJ and has over 29 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Alliant Retirment Services Houston, TX Jul 2017 - Current 6
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 10
Thesco Retirement Planning Servises New York, NY Dec 2001 - Oct 2022 20
Vicus Capital, Inc. (formerly Pfg Financial Advisors) State College, PA Nov 2013 - Sep 2017 3
Thesco Benefits,llc New York, NY Feb 2001 - Dec 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S65 NASAA Investment Advisors Law Examination Mar 2000
Contact Info for John A. Cunningham
Phone Number: (713) 470-4208
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $3,063,830
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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