Alexis Cunningham has been Advisor of McClarren Financial Advisors since January 2026, is not listed as a control person, but directly owns between 5% and 10% of the firm. Alexis Cunningham holds a Master's degree in Business Administration from Saint Francis University and a Bachelor of Science in Accounting and Finance from Saint Francis University.
McClarren Financial Advisors, Inc. is a State College, PA firm with $453M under management, 267 clients and 8 advisers across 3 offices, as of its April 2026 filing.
Alexis (Lexie) Cunningham is Financial Advisor and Partner of McClarren Financial Advisors, Inc. She has been with the firm since 2021, where she began as Administrative Assistant. She then moved through Client Service Associate and Paraplanner roles before becoming a Financial Advisor.
- McClarren Financial AdvisorsCurrent– present · 5 yearsSt. Mary's, PA · Adviser representative · Firm CRD 122147
Professional designations
Listed by McClarren Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Alexis Cunningham is registered as an investment adviser representative in Pennsylvania, since September 2021.
- PennsylvaniaSince 13 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 September 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alexis Nichole Cunningham
- CRD
- 7391109
- Firm
- McClarren Financial Advisors · CRD 122147
- Role
- Advisor
- Office
- St. Mary's, PA
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcclarren.com
Where does Alexis Cunningham work?
Alexis Cunningham has been Advisor of McClarren Financial Advisors, Inc. since January 2026.
Is Alexis Cunningham a financial advisor?
Yes. Alexis Cunningham has a current investment-adviser registration in Pennsylvania, through McClarren Financial Advisors since September 2021.
How many years of experience does Alexis Cunningham have?
Alexis Cunningham has 5 years in the financial industry, since September 2021, across 1 adviser firm.
What exams has Alexis Cunningham passed?
Alexis Cunningham passed the Series 65 in September 2021.
Where is Alexis Cunningham based?
Alexis Cunningham’s registered office is in St. Mary's, PA.
Is Alexis Cunningham registered with FINRA?
No. Alexis Cunningham has no current broker registration.
Is Alexis Cunningham a CFP?
McClarren Financial Advisors lists Alexis Cunningham with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Alexis Cunningham’s record?
Search CRD 7391109 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexis Cunningham’s full registration record.
