William Cunningham

Employer firm

Spire Wealth Management, LLC CRD 113908

$4.51B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING

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

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

Current Employers

Employment History

• 02/2007 → 03/2018
  Re Investment Corporation
  Arlington, VA
• 12/2013 → 03/2018
  Re Advisers Corporation
  Arlington, VA
• 03/2018 → Present
  Corbett Road
  Mclean, VA

Previous Registrations

• 2011-08-10 → 2018-03-13
  Homestead Advisers Corp.
  Arlington, VA

Other Businesses

I currently own a rental property at 1315 N. Ode St. # 725 Arlington, VA 22209. I devote less than 1 hour a month to this, and my responsibilities are to ensure that everything at the condo is in working order, and that the rent mortgage, and condo fees are paid on time.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-19
• S63 Uniform Securities Agent State Law Examination
  2007-04-04

Designations

• Certified Financial Planner

Other Names

• Will Cunningham
• William Edmund Cunningham