Kirby Ray Cundiff
Investment adviser representative at Fefa Financial
12 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$435.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Fefa FinancialMay 2023 to now
- Vci Wealth Management LLCMay 2023 to now
- University of Maryand Global CampusMar 2020 to now
- Fefa Asset Management, LLCJan 2022 to Mar 2024
- Ae Wealth Management, LLCJan 2021 to May 2023
- Fefa, LLCMay 2020 to Dec 2020
- University of Maryland Global CampusJan 2017 to Mar 2020
- Park UniversityAug 2014 to Dec 2016
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IL, MO).
Fefa Financial
Legal name: Vci Wealth Management LLC
$435.3MAssets managed
1,686Clients
22Advisers
3 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
- 7320179
- Firm CRD
- 324833