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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Cunningham is a financial advisor with Northwest Asset Management. Austin is a Certified Financial Planner™ professional. Austin is registered with the state of California, Texas, and Washington and has been in the industry since 2014. Austin has experience with financial planning, pension consulting, educational seminars, and portfolio management. Austin has previously worked with LPL Financial LLC and Edward Jones.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
07/27/2022 - Present
Northwest Asset Management (MERCER ISLAND WA)
CA
10/21/2019 - 08/12/2022
LPL FINANCIAL LLC (ATASCADERO CA)
CA
10/20/2014 - 10/24/2019
EDWARD JONES (ATASCADERO CA)
BOTH
Issued 11/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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