Kathy Cunningham
Kathy Cunningham is a registered investment advisor at Raymond James & Associates, INC., based in Fort Walton Beach, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
348 Miracle Strip Parkway, Suite 13-D, Fort Walton Beach, FL, 32548
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2013Other Business Activities
Kathy is a partner in Cunningham Cabins, a family partnership business, handling property management and accounting, dedicating about 10-20% of her time. She is also a partner in Navarre Beach Palms, LLC, involved in rental real estate and managerial duties, spending a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
Amsouth Investment Services, INC.Broker
State Registrations22 states
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.