Cunningham Financial

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

112 N Person St, Raleigh, North Carolina...

Phone Number

(919) 876-9449

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Cunningham Financial

Cunningham Financial is a family-owned wealth management business based in Raleigh, NC, specializing in asset management and financial planning. They offer customized services tailored to the unique situations of their clients, which include individuals, families, small business owners, and veterinarians. Their approach emphasizes building trusting relationships to help clients achieve their financial goals through comprehensive services such as retirement planning, investment strategies, and insurance solutions. The firm prides itself on integrity and adaptability, ensuring that clients' plans evolve as their needs change.Explore more
Cunningham Financial's Social MediaPopular SearchesCunningham FinancialCunningham Financial LLCCunningham Financial ServicesCunninghamfinancial.netCunningham Financial Services - IncSIC Code 62,628NAICS Code 52,523Show more

Cunningham Financial Org Chart

PhoneEmail
KC
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Manager, Branch Operations

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PhoneEmail
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KG
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Operations Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cunningham Financial

<$5M
1-10
Private
-
1992
KC
Katy CunninghamManager, Branch Operations
<$5M
11-50
Private
-
2009
JT
Jeffrey ThomasChief Operating Officer
<$5M
1-10
Private
-
-
JP
James PafundiLpl Financial Advisor & Founder
<$5M
1-10
Private
-
-
LP
Lea PicardyClient Relationship Manager
<$5M
1-10
Private
-
2012
GD
Gary DempseyRelationship Manager
<$5M
1-10
Private
-
2013
Kerry Poulson, President at TrueCourse Investment Management
Kerry PoulsonPresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cunningham Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cunningham Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cunningham Financial.

Cunningham Financial Tech Stack

A closer look at the technologies used by Cunningham Financial

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Frequently Asked Questions Regarding Cunningham Financial

What is Cunningham Financial's official website?
Cunningham Financial's official website is www.cunninghamfinancial.net
What is Cunningham Financial's Revenue?
Cunningham Financial's revenue is <$5 Million
What is Cunningham Financial's SIC code?
Cunningham Financial's SIC: 62,628
What is Cunningham Financial's NAICS code?
Cunningham Financial's NAICS: 52,523
How many employees does Cunningham Financial have?
Cunningham Financial has 1-10 employees
What industry does Cunningham Financial belong to?
Cunningham Financial is in the industry of: Finance, Securities Trading
What is Cunningham Financial competition?
Cunningham Financial top competitors include: Financial Dimensions, Alan K Modest and Associates, Picardy Wealth Management, Triumph Capital
What technology does Cunningham Financial use?
Some of the popular technologies that Cunningham Financial uses are: Cloudflare Website Optimization, Proofpoint, Microsoft 365, Google Tag Manager
How do I contact Cunningham Financial?
Cunningham Financial contact info: Phone number: (919) 876-9449 Website: www.cunninghamfinancial.net
What does Cunningham Financial do?

Cunningham Financial is a family-owned wealth management business based in Raleigh, NC, specializing in asset management and financial planning. They offer customized services tailored to the unique situations of their clients, which include individuals, families, small business owners, and veterinarians. Their approach emphasizes building trusting... relationships to help clients achieve their financial goals through comprehensive services such as retirement planning, investment strategies, and insurance solutions. The firm prides itself on integrity and adaptability, ensuring that clients' plans evolve as their needs change.Read More

What are Cunningham Financial social media links?
Cunningham Financial Linkedin page Cunningham Financial Twitter page Cunningham Financial Facebook page
Is Cunningham Financial a public company?
Cunningham Financial is private company therefore does not currently have an official ticker symbol
See more information about Cunningham Financial

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