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 holds Series 6, 63, and 65 licenses. He is a Certified Financial Planner with 12 years of experience in the financial services industry. Richard has previously worked with companies such as Transamerica Financial Advisors, Inc, World Group Securities, Inc, Verity Investments, Inc, and United Planners. Richard specializes in portfolio management for individuals, businesses, and investment companies.
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
07/06/2023 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
UT
11/29/2023 - 03/14/2024
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (DRAPER UT)
UT
09/21/2023 - 11/02/2023
VERITY INVESTMENTS, INC. (DRAPER UT)
UT
01/06/2012 - 06/26/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (DRAPER UT)
UT
05/12/2009 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DRAPER UT)
IA
Issued 08/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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