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David Hammond Cunningham

Westbourne Investment Advisors Inc.

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About David Hammond Cunningham

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.

Firm Information

David Cunningham is currently registered with Westbourne Investment Advisors Inc.. Westbourne Investment Advisors Inc. is an investment advisor registered with the SEC. They have 5 investment adviser representatives and manage $359,090,832 in assets. The firm offers portfolio management services for individuals, with a focus on high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They are located in Annapolis, MD.
Westbourne Investment Advisors Inc.

410 SEVERN AVENUE

ANNAPOLIS, MD 21403

$359.09M

Assets Under Management

2

Total Clients

5

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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David Cunningham’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Hammond Cunningham.
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