Unclaimed
John Timothy Cumming is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Mount Dora, Florida. John Cumming is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 1995. John Cumming offers a wide range of financial services to individual and institutional clients, including portfolio management, financial planning, and insurance services. John Cumming is licensed to practice in Connecticut, Florida, Georgia, Hawaii, Maine, New Jersey, New York, Tennessee, and Texas. John Cumming also provides financial services to businesses, including pension consulting and portfolio management.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
01/08/2014 - Present
Raymond James Financial Services Advisors, Inc. (MT. DORA FL)
MO
01/03/1995 - 09/12/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 01/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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