linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Everett Cunningham

Usaa Investment Services Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Everett Cunningham

James Everett Cunningham is a financial advisor who has been in the industry since 2002. James is currently registered with USAA Investment Services Co. as a broker. He is also a registered principal. James has a variety of licenses and certifications, including Series 6, 7, 24, 51, and 63. James has a background in financial advising and has worked for several firms, including USAA Financial Advisors, Inc., USAA Investment Management Company, and H&R Block Financial Advisors, Inc. James is a dedicated professional who is committed to providing his clients with personalized financial advice.

Firm Information

James Cunningham is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

referrals

Referrals

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.

check

other

Referral fees pursuant to a referral agreement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Cunningham’s Registration & Firm History

AZ

06/08/2020 - Present

Usaa Investment Services Co. (Phoenix AZ)

AZ

09/10/2007 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

02/25/2005 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)

MI

01/12/2001 - 12/05/2003

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

Not sure if James Everett Cunningham is right for you?

Licenses & Designations

IA

Issued 12/04/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/2013

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/20/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2001

Series 7 - General Securities Representative Examination

BC

Issued 01/10/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Everett Cunningham.
Not sure if James Everett Cunningham is right for you?