Alexis
Cunningham

Mcclarren Financial Advisors

CRD#7391109
Investment Advisor
in State College, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alexis Cunningham is a financial advisor based in State College, Pennsylvania, working with Mcclarren Financial Advisors. Alexis has previously held positions at Mcclarren Financial Advisors, Delullo'S Deli And Carwash, Delullo Trucking Corp, Cnb Bank, Student, The Knee Center For Study Of Occupational Regulation, and Paris Companies. Alexis has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Alexis is part of Mcclarren Financial Advisors, which operates out of State College, Pennsylvania. The firm has 1 office and 9 employees. The firm manages assets totaling $341.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Mcclarren Financial Advisors includes hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Hourly Charges, Fixed Fees

Office Location

1364 South Atherton Street
State College, PA 16801

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mcclarren Financial Advisors Brokerage Details

Total Assets Under Management

$341,759,745

PA Average: $15,833,994,310
Total Number of Employees

9

PA Average: 41
Total Number of Accounts

2,005

PA Average: 3,342
Average Account Size

$170,454

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Alexis Cunningham Work History

2021 - Present (3 years)

Mcclarren Financial Advisors

2020 - 2021 (1 year)

The Knee Center For Study Of Occupational Regulation

2020 - 2020 (< 1 year)

Paris Companies

2019 - 2020 (1 year)

Student

2018 - 2018 (< 1 year)

Cnb Bank

2016 - 2019 (3 years)

Delullo Trucking Corp

2013 - 2016 (3 years)

Delullo'S Deli And Carwash

Disclosures

Please visit the SEC profile of Alexis Cunningham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mcclarren Financial Advisors

Ruby Skow
State College, PA
Alexis Cunningham
State College, PA
Brandon Redmond
State College, PA
Joshua Purdy
State College, PA
Gregory Reeder
State College, PA
Jennifer Anderson
State College, PA
Jeffrey Mcclarren
State College, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started