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Gregory Cunningham

31 Years of Experience
Park City, UT
3 DisclosuresBroker

Gregory Cunningham is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Park City, UT, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1389 Center Dr, Suite 200, Park City, UT, 84098

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2025
Settled
Customer Dispute
October 2021
Denied
Customer Dispute
April 1999
Settled
Other Business Activities

Gregory is the owner of Cunningham Wealth Group, which is a marketing name for his current business operation. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2010 - Present · 16 yrs 4 mos
Raymond James Financial Services, INC.
March 2010 - Present · 16 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2010 - Present · 16 yrs 4 mos
Previous Registrations
Raymond James & Associates, INC.
June 1994 - March 2010 · 15 yrs 9 mos
Raymond James & Associates, INC.Broker
June 1994 - March 2010 · 15 yrs 9 mos
State Registrations11 states
AZCAFLGAMNMONCNYTXUTWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Gregory Cunningham - Financial Advisor | TrueAdvisor