Quinn
Cunningham

Avantax Advisory Services

CRD#7400756
Investment Advisor
in Saint Marys, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Quinn Cunningham is a financial advisor operating in Saint Marys, Pennsylvania with 1 year of relevant experience. Cunningham works at Avantax Advisory Services. Their career trajectory has included roles at Geci And Associates, Pc, Kpmg, Llp, Geci And Assoicates, Pc, Don'S Pizza, Student, City Of Saint Marys, Eberly College Of Business And Information Technology, First Commonwelath Bank, Avantax Investment Services Inc and Avantax Advisory Services. Cunningham holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Avantax Advisory Services is a business based out of Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 financial advisors. It oversees $31 billion in total assets between its 123,393 accounts, placing it among the biggest firms in the country by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees typically are based on which services the firm provides the client. However, fees billed by Avantax Advisory Services likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

301 Brusselles St
Saint Marys, PA 15857

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.

Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

PA Average: $3,042,739,679
Total Number of Employees

2,433

PA Average: 49
Total Number of Accounts

123,393

PA Average: 2,315
Average Account Size

$250,972

PA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Quinn Cunningham Work History

Quinn has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Avantax Investment Services Inc

2021 - Present (3 years)

Avantax Advisory Services

2020 - Present (4 years)

Geci And Associates, Pc

2018 - 2020 (2 years)

Kpmg, Llp

2018 - 2018 (< 1 year)

Geci And Assoicates, Pc

2017 - 2018 (1 year)

Don'S Pizza

2017 - 2017 (< 1 year)

Kpmg, Llp

2015 - 2016 (1 year)

First Commonwelath Bank

2014 - 2017 (3 years)

Eberly College Of Business And Information Technology

2013 - 2017 (4 years)

City Of Saint Marys

2011 - 2017 (6 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 Quinn 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 Avantax Advisory Services

Gabriel Sandler
Ann Arbor, MI
Annie Fruge
Irving, TX
Neil Nowitzke
Ann Arbor, MI
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Andrew Smith
Gadsden, AL
Denissia Gordon
Dallas, TX
Rosa Rosales
Irving, TX

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.

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