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Dana Reed Cunningham

Raymond James Investment Management

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About Dana Reed Cunningham

Dana Cunningham is a financial advisor with Raymond James Investment Management, based in Kansas City, Missouri. Dana has been in the financial industry since 1992 and is a registered representative with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Dana specializes in portfolio management for individuals, investment companies, and pooled investment vehicles. Dana is also a registered Investment Advisor Representative (IAR) in Missouri.

Firm Information

Dana Cunningham is currently registered with Raymond James Investment Management. Raymond James Investment Management is an investment advisor registered with the SEC. The firm, headquartered in ST PETERSBURG, FL, has 93 employees and manages approximately $16,378,977,378 in regulatory assets under management. They offer portfolio management services for individuals, investment companies, and pooled investment vehicles. Their client base includes investment companies, pooled investment vehicles, and high-net-worth individuals.
Raymond James Investment Management

780 CARILLON PARKWAY

ST PETERSBURG, FL 33716

$16.38B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Dana Cunningham’s Registration & Firm History

MO

05/22/2018 - Present

Raymond James Investment Management (Kansas City MO)

MO

02/11/2010 - 11/21/2017

UMB DISTRIBUTION SERVICES, LLC (KANSAS CITY MO)

MO

01/08/2008 - 02/18/2010

UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)

MO

07/12/2006 - 09/04/2007

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (KANSAS CITY MO)

CO

12/23/1992 - 04/07/1997

JANUS DISTRIBUTORS, INC. (DENVER CO)

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Licenses & Designations

IA

Issued 07/01/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/10/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dana Reed Cunningham.
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