MC
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Melissa Cunningham

7 Years of Experience
Fort Myers, FL
1 DisclosureBroker

Melissa Cunningham is a registered investment advisor at Wells Fargo Advisors, based in Fort Myers, FL, with 7 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

22107 Elmira Boulevard Suite A, [Satellite], Fort Myers, FL, 33952

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History

Regulatory History (1)
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.
Financial
March 2017
Final
Employment History
Current Registrations
Wells Fargo Advisors
May 2025 - Present · 1 yr
Wells Fargo Advisors Financial Network, LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
July 2019 - December 2021 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
June 2018 - July 2019 · 1 yr 1 mo
State Registrations3 states
FLINMI
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.
Melissa Cunningham - Financial Advisor | TrueAdvisor