ChooseAFinancialAdvisor.com
Advisors / Utah / Park City
32yrs

Gregory Cunningham

Financial advisor at Raymond James Financial Services Advisors

Based in Park City, Utah, Gregory Cunningham is a fiduciary financial advisor with 32 years of industry experience. Gregory has been with Raymond James Financial Services Advisors since 2010; before that, Gregory spent 16 years at Raymond James & Associates. Raymond James Financial Services Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 100 advisors with offices in Park City, and one of 97 fiduciaries.

Park City, UT 84098Top 8% by experience in UtahFiduciary advisor

At a glance

Experience32 years (since 1994)
How that compares ?Top 8% by experience in Utah
Office1389 Center Dr Suite 200, Park City, UT 84098
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state

Services through Raymond James Financial Services Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2010 – now
  2. 1994 – 2010

Questions to ask Gregory

Tailored to Gregory’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Gregory

How do I contact Gregory?

Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Gregory Cunningham. Gregory works from the Park City, UT office.

How long has Gregory been a financial advisor?

Gregory has been in the industry since 1994, about 32 years. Top 8% by experience in Utah.

What licenses does Gregory hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Gregory a fiduciary?

Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Gregory paid?

Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Gregory for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Hightower Advisors
45yrs
Michael Shea
Financial advisor
Park City, UT
Top advisor by experience in Park City
Fiduciary
Call Directions
Wells Fargo Advisors
44yrs
Gary Howard
Financial advisor
1441 W Ute Blvd Suite 380
Park City, UT 84098
Top 1% by experience in Utah
Fiduciary
Call Directions
Wells Fargo Advisors
43yrs
Robert Barnard
Financial advisor
1441 W Ute Blvd Suite 380
Park City, UT 84098
Top 1% by experience in Utah
CFP®Fiduciary
Call Directions

See all advisors near Park City