William Cunningham is a CFP-designated registered investment advisor, based in Mclean, VA, with 19 years of industry experience.
Location
7901 Jones Branch Dr, Suite 800, Mclean, VA, 22102
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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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William owns a rental property and spends minimal time ensuring its upkeep and that payments are made on time. This activity is not investment-related.
Employment History
Current Registrations
Spire Wealth Management, LLC
March 2018 - Present · 8 yrs 2 mos
Spire Securities, LLCBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Re Advisers Corporation
August 2011 - March 2018 · 6 yrs 7 mos
Re Investment CorporationBroker
February 2007 - March 2018 · 11 yrs 1 mo
Ameriprise Financial Services, INC.Broker
November 2006 - February 2007 · 3 mos
State Registrations1 state
VA
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.