Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cunningham is an Investment Advisor Representative at Sherpa Financial Guides, Inc. in Afton, Virginia. David has over 30 years of experience in the financial industry, beginning their career in 1984. David has been with Sherpa Financial Guides, Inc. since 2013 and has been involved in providing financial planning and investment management services to individuals. David provides services to clients in Virginia, Kansas and other states.
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.
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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VA
06/19/2021 - Present
Sherpa Financial Guides, Inc. (AFTON VA)
MI
08/30/2013 - 11/17/2014
CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)
VA
03/17/2010 - 07/24/2013
BB&T INVESTMENT SERVICES, INC. (CHARLOTTESVILLE VA)
VA
03/31/2003 - 03/15/2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (AFTON VA)
OH
11/30/1999 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
GA
04/03/1995 - 11/30/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
CO
11/08/1990 - 04/05/1995
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MA
05/08/1989 - 11/14/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
05/02/1989 - 05/10/1989
LOWRY FINANCIAL SERVICES CORPORATION
NA
08/25/1987 - 04/18/1989
MIMLIC SALES CORPORATION
NA
04/25/1986 - 07/31/1987
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/23/1985 - 05/01/1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
11/29/1984 - 09/27/1985
ERIC SECURITIES, CORP.
BOTH
Issued 07/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/28/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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