Maxwell R. Cunningham
Advisor at Fidelity — Vancouver, WA W Columbia Way
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
3 years
Location
Vancouver, WA 98660-3613
Fidelity
Institution
Max Cunningham is an Investment Consultant who collaborates with clients to develop comprehensive financial strategies tailored to individuals and their families. He aims to be a trusted partner, assisting clients in working toward both short-term goals and long-term financial aspirations.
Max has held positions including Planning Consultant and Financial Representative at Fidelity Investments from 2022 to 2026, and previously served as an Account Executive and Regional Sales Associate at Fisher Investments from 2020 to 2022.
Outside of his professional work, Max's personal interests include family activities and golf.
Based on Fidelity
Vancouver, WA W Columbia Way
655 W Columbia Way, Suite 404
Vancouver WA 98660-3613
Advisors at this office
30
Texas · Washington
3 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
FIDELITY INVESTMENTS
2022 - Present • 4 years
Vancouver, WA
Fisher Investments
2021 - 2022 • 1 year
Camas, WA
Pet Food Express
2020 - 2021 • 1 year
San Jose, CA
Target
2020 - 2020 • 1 year
Portland, OR
FedEx
2020 - 2020 • 1 year
Portland, OR
University of Portland
2019 - 2020 • 1 year
Portland, CA
Party City
2019 - 2019 • 1 year
San Jose, CA
University of Portland
2018 - 2019 • 1 year
Portland, CA
Chipotle
2017 - 2018 • 1 year
Morgan Hill, CA
Unemployed
2012 - 2017 • 5 years
Morgan Hill, CA
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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