Simone Cunningham is a CFP-designated registered investment advisor at Mp Financial Services, LLC, based in Springfield, MA, with 21 years of industry experience. Simone operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
MP Financial Services connects clients with independent investment managers who handle portfolio trading and management. MP Financial Services oversees these managers and reviews account performance regularly, receiving a fee paid directly from the independent manager or bundled program fee without any extra out-of-pocket charge to you.
Location
One Monarch Place, Suite 900, Springfield, MA, 01144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mp Financial Services, LLC
Previous Registrations
Banc of America Investment Services, INC.
Quick & Reilly, INC.
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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