Alexis Nichole Cunningham
Investment adviser representative at Mcclarren Financial Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$453MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mcclarren Financial AdvisorsMay 2021 to now
- Paris CompaniesJun 2020 to Jul 2020
- The Knee Center for Study of Occupational RegulationMar 2020 to Apr 2021
- StudentAug 2019 to Jan 2020
- Cnb BankMay 2018 to Aug 2018
- Delullo Trucking CorpMar 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mcclarren Financial Advisors
Legal name: Mcclarren Financial Advisors, Inc.
$453MAssets managed
267Clients
8Advisers
6 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
- 7391109
- Firm CRD
- 122147