Kathy Pettis Cunningham

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Raymond James & Associates, Inc.
  Fort Walton Beach, FL

Previous Registrations

• 2007-02-13 → 2013-02-13
  Morgan Keegan & Company, Llc
  Fort Walton Beach, FL
  Pensacola, FL
  Ft. Lauderdale, FL
• 2003-07-10 → 2007-02-20
  Amsouth Investment Management Company Llc
  Birmingham, AL
• 2003-02-13 → 2003-07-23
  Amsouth Investment Services, Inc.
  Crestview, FL
  Destin, FL
  Destin, FL
  Destin, FL
  Niceville, FL
  Santa Rosa Beach, FL
  Santa Rosa Beach, FL
  Shalimar, FL
  Ft Walton Beach, FL
  Fort Walton Beach, FL
  Mary Esther, FL
  Navarre, FL
  Gulf Breeze, FL

Other Businesses

(1)Name of Business: Cunningham Cabins, Limited Partnership Address: 12, 306 & 312 Cunningham Cabins Lane, Sparta, TN 38583 and 610 & 620 South Hickory Valley Road, Sparta, TN, 38583, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 07/29/2009 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property Management, collect rents, pay bills and audit accounts for this family partnership business. (2)Name of Business: Navarre Beach Palms, LLC Address: 5005 Vanerka Drive, Gulf Breeze, FL, 32563, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2001 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managerial duties (3)Name of Business: Navarre Beach Palms, LLC Address: 5005 Vanerka Drive, Gulf Breeze, FL, 32563, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2001 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Show property, rent property & organize maintenance.

Exams

• S66 Uniform Combined State Law Examination
  2000-01-18
• S63 Uniform Securities Agent State Law Examination
  1993-10-08

Other Names

• Kathy Pettis Cunningham
• Kathy S Pettis