Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Cunningham is a financial advisor with Summit Global Investments, LLC. Richard has been working in the financial services industry since 1985 and holds several licenses and certifications. Richard currently offers financial planning and portfolio management services to 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.
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.
Analytical services.
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.
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.
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2
UT
08/15/2023 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
UT
09/29/2023 - 11/02/2023
VERITY INVESTMENTS, INC. (DRAPER UT)
UT
01/06/2012 - 07/28/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (DRAPER UT)
UT
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DRAPER UT)
GA
08/31/1995 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
TX
02/01/1995 - 09/14/1995
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
CO
01/03/1994 - 02/13/1995
CONSOLIDATED INVESTMENT SERVICES, INC. (LITTLETON CO)
NY
04/02/1991 - 12/31/1993
USLIFE EQUITY SALES CORP. (NEW YORK NY)
GA
06/17/1985 - 04/01/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 04/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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