David Cunningham (CRD# 1316260) is an Investment Advisor Representative working at Sherpa Financial Guides, Inc. in Afton, VA and has over 39 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management, LLC | Topeka, KS | Dec 2017 - Current | 6 |
| Sherpa Financial Guides, Inc. | Afton, VA | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1984 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
- VA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$91,427
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
VA
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