PC
CFP
PC
CFP

Porter Cunningham

9 Years of Experience
Oklahoma City, OK
BrokerSells Insurance

Porter Cunningham is a CFP-designated registered investment advisor, based in Oklahoma City, OK, with 9 years of industry experience.

Location

12436 St. Andrews Dr., Oklahoma City, OK, 73120

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Porter volunteers for Ronald McDonald House Charities and the Regional Food Bank of Oklahoma, and is a notary public. He also works with Kestra Advisory Services and Oklahoma Financial Center, and is VP of Sales and Marketing for Partee Products, LLC, owner of 1st Peter 4:10 (real estate), and founder/host of Scissortail Podcast. Oklahoma Financial Center provides insurance services.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
February 2017 - Present · 9 yrs 3 mos
Kestra Advisory Services, LLC
February 2017 - Present · 9 yrs 3 mos
State Registrations8 states
AZCAFLNEOKTXUTVA
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.
Porter Cunningham - Financial Advisor | TrueAdvisor