CC
CFP
CC
CFP

Craig Cunningham

13 Years of Experience
Marco Island, FL
Broker

Craig Cunningham is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Marco Island, FL, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Marco Island, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Craig has ownership stakes in multiple LLCs and rental properties, both investment-related and not. He spends minimal time on each of these activities.

Employment History
Current Registrations
Wells Fargo Advisors
September 2020 - Present · 5 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2012 - September 2020 · 7 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
October 2012 - September 2020 · 7 yrs 11 mos
State Registrations32 states
AKALARAZCACODEFLGAIAILINKSKYMAMDMIMNMOMSNCNENJNYPASCSDTNTXVAWAWI
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.
Craig Cunningham - Financial Advisor | TrueAdvisor