Cetera Investment Advisers
37yrs
Top advisor by experience in Stansbury Park
31yrs
Richard Cunningham has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Stansbury Park, Utah. After 15 years at Strategic Advisers, Richard joined Edward Jones in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Richard holds the CFP® designation.
One of 14 advisors with offices in Stansbury Park, and one of 14 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 5% by experience at Edward Jones
Office6777 N Hwy 36, Suite 300, Stansbury Park, UT 84074
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowEdward JonesCurrent firm
- 1998 – 2014Strategic Advisers LLCPreviously
Questions to ask Richard
Tailored to Richard’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Richard
How do I contact Richard?
Call Edward Jones at 314-515-2000 and ask for Richard Cunningham. Richard works from the Stansbury Park, UT office.
How long has Richard been a financial advisor?
Richard has been in the industry since 1995, about 31 years. Top 5% by experience at Edward Jones.
What licenses does Richard hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Richard a fiduciary?
Richard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Richard paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Richard 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.
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