Alexis
Cunningham

Mcclarren Financial Advisors

CRD#7391109
Investment Advisor
in State College, PA

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About this Advisor

Alexis Cunningham is a financial advisor who works out of State College, Pennsylvania who has 2 years of industry experience. Cunningham currently works for Mcclarren Financial Advisors. Throughout their career, Cunningham has worked at Mcclarren Financial Advisors, Student, Delullo'S Deli And Carwash, Delullo Trucking Corp, Cnb Bank, The Knee Center For Study Of Occupational Regulation and Paris Companies. Cunningham maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Pennsylvania. Mcclarren Financial Advisors is a firm based out of State College, PA. It has a total of seven financial advisors. It administers $278 million in total assets between its 1,082 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,082 accounts, 37% are associated with high-net-worth individuals who have more than $1 million in assets. Mcclarren Financial Advisors has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice largely vary depending on which services the firm provides the client. Fees billed by Mcclarren Financial Advisors may include hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

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

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Mcclarren Financial Advisors Brokerage Details

Total Assets Under Management

$278,111,765

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

7

PA Average: 41
Total Number of Accounts

1,082

PA Average: 3,342
Average Account Size

$257,035

PA Average: $4,737,880

Investment Advisory Services

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

Alexis Cunningham Work History

Alexis has been registered as a financial advisor for 2 years.*

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

2011 - 2013 (2 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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