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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Russell Cunningham is an investment advisor representative with Regal Investment Advisors LLC. Paul Cunningham's career in the industry began in 1998. He has experience at several firms including OSAIC WEALTH, INC., Woodbury Financial Services, Inc., Cetera Advisor Networks LLC, and Questar Capital Corporation. Paul Cunningham is registered in Colorado and Texas. Paul Cunningham is a Series 6 and Series 63 licensed advisor and has passed the SIE exam. Paul Cunningham has a focus on portfolio management for individuals, businesses and pension consulting.
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.
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.
Third party fees
1
2
CO
07/22/2024 - Present
Regal Investment Advisors LLC (Denver CO)
CO
01/19/2024 - 08/09/2024
OSAIC WEALTH, INC. (DENVER CO)
CO
07/13/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DENVER CO)
CO
07/20/2020 - 07/13/2022
CETERA ADVISOR NETWORKS LLC (DENVER CO)
CO
03/01/2019 - 07/17/2020
WOODBURY FINANCIAL SERVICES, INC. (DENVER CO)
CO
09/26/2013 - 03/01/2019
QUESTAR CAPITAL CORPORATION (DENVER CO)
CA
07/12/2007 - 10/23/2012
H. BECK, INC. (BONSALL CA)
CO
01/11/2006 - 07/12/2007
LEGACY FINANCIAL SERVICES, INC. (DENVER CO)
MN
06/01/2005 - 01/06/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
02/25/2003 - 05/02/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 10/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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