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Elijah Cunningham

Advisor at Valuepoint Partners, Inc.

Updated today

Firm

Valuepoint Partners, Inc.

Location

Little Rock, AR 72207-5238

Credentials

Series 63, Series 65

Industry experience

31 years

About

Elijah Cunningham is a financial advisor at Valuepoint Partners, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Valuepoint Partners since 1994. Valuepoint Partners, Inc. is a small, state-registered, fee-only investment adviser managing approximately $15.4 million for a limited client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm employs a value-driven, contrarian investment approach across multiple separate-account strategies, emphasizing mispriced or overlooked opportunities and often utilizing convertible securities and yield-oriented instruments as alternatives to traditional fixed income.

Client services

Based on Valuepoint Partners, Inc.

Portfolio management

Expertise

Based on Valuepoint Partners, Inc.

Active portfolio management Income planning Retirement income strategy

Occupation focus

Based on Valuepoint Partners, Inc.

Retired Founder/Business Owner

Fee options

Percentage

1.00% annually, billed quarterly at 0.25% per quarter with a minimum quarterly fee of $375

Other

Account minimum: $150,000 Minimum fee: Minimum quarterly fee of $375 Fee-only: Fee-only investment management based on a percentage of assets under management

Location

Prospect Building, 1501 N. University, Ste. 760

Little Rock, AR 72207-5238

Most active in

Arkansas

Work history

Valuepoint Partners, Inc.

1994 - Present (32 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Retirement income strategy Annuities Real estate investing Approaching retirement
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Robert B

Series 63, Series 65

Little Rock, AR

Brown & Associates

Passive / index investing Retired
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Roy S

CFP®, Series 63, Series 66

Little Rock, AR

Crosscurrent Wealthmanagement, LLC

General retirement planning Income planning
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Matthew W

Series 63, Series 65

Little Rock, AR

White McGowan

Real estate investing Tax-loss harvesting Wealth management College savings (529s, UTMA, etc.) Doctor or Medical Professional Founder/Business Owner Established Professionals
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