Financial ADVSR advisor directory · SEC adviser records
Cunningham Wealth Management financial advisors in Broadview Heights, OH
Every SEC-registered investment adviser representative at a Cunningham Wealth Management office in Broadview Heights, A to Z.
3 registered advisors work at Cunningham Wealth Management in Broadview Heights, out of 3 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Cunningham Wealth Management advisors in Broadview Heights, A to Z
Every Cunningham Wealth Management advisor →- Daniel P. CunninghamInvestment adviser rep
- James L. DavisInvestment adviser rep
- Kyle E. KennedyInvestment adviser rep
Cunningham Wealth Management advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Broadview Heights
All Broadview Heights advisors →Cornerstone Asset Management Services, Inc. 8LPL Financial LLC 7Cetera Investment Advisers LLC 5Equitable Advisors, LLC 5Osaic Wealth, Inc. 5Signature Equity Partners, LLC 4Stratos Wealth Partners, Ltd. 4Cbs Funding, Inc. 3Raymond James & Associates, Inc. 3
Questions
How many financial advisors does Cunningham Wealth Management have in Broadview Heights?
3 investment adviser representatives are registered at Cunningham Wealth Management offices in Broadview Heights, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Cunningham Wealth Management one of the largest advisor employers in Broadview Heights?
Cunningham Wealth Management ranks number 9 in Broadview Heights by registered advisors; Cornerstone Asset Management Services, Inc. has the most, with 8.
How do I check a Cunningham Wealth Management advisor in Broadview Heights?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cunningham Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.