Richard Paul Cunningham
Investment adviser representative at Summit Global Investments, LLC
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- United PlannersNov 2023 to now
- Richard Paul CunninghamAug 2023 to now
- Summit Global Investments, LLCJul 2023 to now
- Verity Investments, Inc.Sep 2023 to Nov 2023
- AflacMar 2018 to Sep 2023
- Transamerica Financial Advisors, IncJan 2012 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 4 states (ID, TX, UT, WY).
Summit Global Investments, LLC
$2.3BAssets managed
7,475Clients
101Advisers
14 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
- 5643048
- Firm CRD
- 157091