Claim Profile
JC

James Williams Cunningham

EMERANT WEALTH, LLC·BIRMINGHAM, Alabama
Unclaimed Profile
2500 ACTON ROAD, BIRMINGHAM, AL 35243CRD# 4005501Firm CRD# 282538
01

About

James Williams Cunningham is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with EMERANT WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EMERANT WEALTH, LLC
EMERANT WEALTH, LLC
AUM
$63M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4005501
Firm CRD# 282538
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Williams Cunningham offer?
James Williams Cunningham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are James Williams Cunningham's credentials?
James Williams Cunningham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Williams Cunningham located?
James Williams Cunningham is based in BIRMINGHAM, Alabama, working with EMERANT WEALTH, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does James Williams Cunningham charge for services?
James Williams Cunningham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMERANT WEALTH, LLC?
EMERANT WEALTH, LLC has approximately 2 employees and manages $63M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty