Dana Reed Cunningham

Raymond James Investment Management

23 Years of Experience

Broker

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Areas of Practice

Investment Management

Raymond James Investment Management

Compensation

Fee-Only (AUM)

Firm Size

22 advisors

Number of Clients

3 clients

Average Client Portfolio

$5.5B average

Assets Under Management

$16.4B

Fee Structure

Financial Planning:Investment management only

Location

928 Grand Blvd, Kansas City, MO, 64106

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Raymond James Investment Management

May 2018 - Present · 7 yrs 9 mos

Carillon Fund Distributors, INC.

November 2017 - Present · 8 yrs 3 mos

Carillon Fund Distributors, INC.Broker

November 2017 - Present · 8 yrs 3 mos

Previous Registrations

Umb Distribution Services, LLCBroker

February 2010 - November 2017 · 7 yrs 9 mos

Scout Investments, INC.

July 2009 - November 2017 · 8 yrs 4 mos

Umb Financial Services, INC.Broker

January 2008 - February 2010 · 2 yrs 1 mo

J.P. Morgan Institutional Investments INC.Broker

July 2006 - September 2007 · 1 yr 2 mos

Janus Distributors, INC.Broker

December 1992 - April 1997 · 4 yrs 4 mos

State Registrations52 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.