William Joseph Cunningham
Investment adviser representative at Pinnacle Advisors
12 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$2.1BFirm assets
Are you William Joseph Cunningham? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Pinnacle AdvisorsMay 2024 to now
- Pinnacle Wealth Planning ServicesJun 2019 to May 2024
- I.M. Wealth Care, LLCFeb 2019 to Apr 2019
- William Joseph CunninghamDec 2018 to Feb 2019
- 1st Global Capital Corp.Oct 2017 to Jun 2019
- Payne Nickles & CompanyOct 2017 to Dec 2018
- Hancock/whitney BankFeb 2017 to Sep 2017
- Hancock/whitney Investment Services, Inc.Feb 2017 to Sep 2017
- UnemployedJan 2017 to Feb 2017
- Fidelity Brokerage Services LLCDec 2014 to Jan 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Pinnacle Advisors
Legal name: Pinnacle Wealth Planning Services, Inc.
$2.1BAssets managed
1,088Clients
20Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1799567
- Firm CRD
- 106817