Porter B. Cunningham
KESTRA ADVISORY SERVICES
Oklahoma City, OK 73120
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CRD#: 6737171
Professional summary
Porter Bradley Cunningham, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Oklahoma City, Oklahoma and KESTRA INVESTMENT SERVICES, LLC located in Oklahoma City, Oklahoma.
Porter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Porter has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Ronald McDonald House Charities of Oklahoma City Investment Related: No Address: 940 NE 13th St Suite 3100 Oklahoma City OK 73104 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Title: Cabinet Member Start Date: 5/1/2019 Hrs/mth: 0-16 Hrs/mth during trading hours: 0-14 Duties: Bi-Monthly meetings and event planning. Name: Porter Cunningham Investment Related: No Address: 12436 St. Andrews Dr Oklahoma City OK 73120 Nature of Business: Notary Service Title: Notary Public Start Date: 8/7/2017 Hrs/mth: 0-16 Hrs/mth during trading hours: 0-14 Duties: Notarize required documentation Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Title: Advisor in training. Start Date: 1/2/2017 Hrs/mth: 100%+ (More than 160 hours) Hrs/mth during trading hours: Up to 100% (0 to 160 hours) Duties: Assist in clerical duties while being trained and registered as an advisor. Name: Oklahoma Financial Center Investment Related: Yes Address: 12436 St. Andrews Dr. Oklahoma City OK 73120 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Title: Registered Field Assistant Start Date: 1/2/2017 Hrs/mth: 91% - 100% (145 - 160 hours) Hrs/mth during trading hours: Up to 100% (0 to 160 hours) Duties: Providing clerical duties as needed. Name: Partee Products, LLC Investment Related: No Address: 2709 NW 161st Circle Edmond OK 73013 Nature of Business: manufacturer, retailer and wholesaler of golf accessories. Title: VP - Sales and Marketing Start Date: 5/22/2015 Hrs/mth: 0-16 Hrs/mth during trading hours: 0-14 Duties: Provide sales avenues to retail consumers and wholesalers for the Cigar Partee product. Name: 1st Peter 4:10 Investment Related: Yes Address: 12436 St. Andrews Dr. Oklahoma City OK 73120 Nature of Business: Real Estate Title: Owner Start Date: 1/15/1998 Hrs/mth: 0-16 Hrs/mth during trading hours: 0-14 Duties: Owner Name: Scissortail Podcast Investment Related: No Address: 6208 NW 158th TER Edmond OK 73013 Nature of Business: None of these. Title: Founder and host. Start Date: 1/6/2016 Hrs/mth: 0-16 Hrs/mth during trading hours: 0-14 Duties: Organize recording times, populate show notes, solicit advertisements. Name: Casady School Alumni Association Investment Related: No Address: 9500 N Pennsylvania Avenue Oklahoma City OK 73120 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Community/Charitable/Civic Volunteer (Non-Leadership Position) Title: Vice President Start Date: 8/1/2013 Hrs/mth: 0-16 Hrs/mth during trading hours: 0-14 Duties: Provide leadership to the board and assist on relevant committees. Prepare to roll into President position for upcoming term Name: CASADY SCHOOL POSITION: Substitute Teacher NATURE: Education INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 02/28/2022 ADDRESS: 9500 N Pennsylvania Ave, Oklahoma City OK 73120, United States DESCRIPTION: I will be providing substitute teaching services as needed to the school at all levels.
CRS (Client Relationship Summary) - RIA
Click below to view Porter Bradley Cunningham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
February 13, 2017 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 12436 St. Andrews Dr., Oklahoma City, OK 73120RIA
CRD#: 283330
Oklahoma City, OK
Current
February 23, 2017 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 12436 St. Andrews Dr., Oklahoma City, OK 73120BD
CRD#: 42046
Oklahoma City, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/16/2019)
RR
California(1/16/2019)
RR
Florida(8/31/2017)
RR
Nebraska(4/9/2025)
IAR
Oklahoma(2/13/2017)
RR
Oklahoma(2/23/2017)
RR
Texas(10/13/2023)
IAR
Texas(10/13/2023)
RR
Utah(11/5/2025)
RR
Virginia(10/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Oklahoma City, OK 73120TRUST BUT VERIFY
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