Vernon Cunningham
Vernon Cunningham is a registered investment advisor at Private Advisor Group, LLC, based in Bel Air, MD, with 29 years of industry experience. Vernon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
510 S. Main Street, Bel Air, MD, 21014
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Vernon is doing business as Cunningham Wealth Management, a DBA for his LPL business, and is a Registered Investment Advisor with Private Advisor Group, LLC, providing financial planning and asset management, dedicating full-time hours. Vernon also manages and owns multiple real estate rental properties, spending minimal time on each per month.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
LPL Financial LLCBroker
PNC InvestmentsBroker
PNC Investments
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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