Dan Cunningham is a registered investment advisor at Wells Fargo Advisors, based in Marco Island, FL, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Marco Island, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dan has an 8.7% ownership stake in SC3F Wealth Management LLC and serves on the finance committee for United Christian Church. These activities require minimal time each month.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fiserv Investor Services, INC.Broker
Link Investment Services, INC.Broker
State Registrations34 states
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