Unclaimed
Linda Cunningham is a financial advisor at Davenport & Co. LLC. Linda has been in the financial industry since 1996. Linda is licensed to sell securities in the state of Virginia. Linda previously worked at Ameriprise Financial Services, Inc. and UBS Financial Services Inc.. Linda specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
11/05/2015 - Present
Davenport & Co. LLC (ROANOKE VA)
VA
01/16/2015 - 06/09/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Roanoke VA)
VA
08/07/2000 - 01/26/2015
UBS FINANCIAL SERVICES INC. (ROANOKE VA)
NA
01/01/1992 - 10/05/1992
NATIONSBANC CAPITAL MARKETS, INC.
NA
06/14/1988 - 01/01/1992
SOVRAN INVESTMENT CORPORATION
NA
12/16/1987 - 05/11/1988
J.J.B. HILLIARD, W.L. LYONS, INC.
BOTH
Issued 10/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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