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John Cunningham

3 Years of Experience
Bridgeville, PA
BrokerSells Insurance

John Cunningham is a registered investment advisor at Cetera Investment Advisers LLC, based in Bridgeville, PA, with 3 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1195 Washington Pike, Ste 102, Bridgeville, PA, 15017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John works as a financial professional at DSF Wealth Management Group, providing financial services, dedicating about a quarter of his time. He also works as an insurance agent selling life, disability, fixed annuities, and long-term care insurance, spending a variable amount of time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2022 - June 2023 · 8 mos
State Registrations9 states
CACOFLGAMDNCNJPAVA
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.