Unclaimed
David Hammond Cunningham has been a registered investment advisor for over 30 years. David is currently affiliated with Westbourne Investment Advisors Inc. and has previously held registrations with a number of other firms. David's career in the financial services industry began in 1977 and has included roles as a general securities representative, a securities principal, and an investment advisor representative. David holds the Series 63, 65, 7, 18 and 24 licenses. David Cunningham specializes in providing portfolio management services to individuals, charitable organizations, and pension and profit sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
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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2
MD
09/19/2023 - Present
Westbourne Investment Advisors Inc. (ANNAPOLIS MD)
NA
03/01/1990 - 08/02/1990
WASHINGTON BROKERAGE SERVICES, INC.
NA
02/08/1988 - 11/29/1988
HERITAGE FINANCIAL INVESTMENTS CORPORATION
NA
08/16/1985 - 12/03/1987
FERRIS & COMPANY, INCORPORATED
NA
03/16/1981 - 08/07/1985
THOMSON MCKINNON SECURITIES INC.
NA
01/20/1978 - 08/10/1978
LOEB PARTNERS
NA
07/01/1977 - 01/20/1978
HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED
IA
Issued 12/31/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/1990
Series 24 - General Securities Principal Examination
BC
Issued 05/16/1981
Series 18 - Securities Industry Rules and Regulations Examination
BC
Issued 06/18/1977
Series 7 - General Securities Representative Examination
Active
Inactive
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