Waddell & Reed
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About this Advisor
Brian Cunningham is a financial advisor whose office is in Mission, Kansas. Currently a registered advisor with Waddell & Reed, they have gathered 11 years of practice in the financial advisory industry. Cunningham holds a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Cunningham is able to act as an advisor based out of Kansas. Throughout their career, they have worked at Bank Of America, Jp Morgan, Sony Corporation, Morgan Stanley, Scottrade / Td Ameritrade and Waddell & Reed, Inc. Waddell & Reed is based out of Mission, Kansas, and has 357 additional locations in the nation. In aggregate, Waddell & Reed oversees $21 billion in assets throughout 169,956 client accounts and retains more than 1,700 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 7,000 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 1% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Waddell & Reed offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Waddell & Reed Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Cunningham Work History
Brian has 12 years of experience.
Waddell & Reed, Inc
Scottrade / Td Ameritrade
Bank Of America
Brian Cunningham has no disclosures.
Please visit their SEC profile for more details.
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