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Bobby Cummings

Cummings Wealth Management Group

1275 Ben Sawyer Blvd.

Mount Pleasant, SC 29464
(843) 8849898

Financial security through wealth management with integrity.

About Cummings Wealth Management Group

Welcome to Cummings Wealth Management Group

Our company is built on a solid foundation of excellent client service and in-depth industry knowledge.

Mission Statement

Our mission at Cummings Wealth Management Group is to provide our clients financial security through wealth management with integrity, professionalism , and a caring touch.

Our firm is currently accepting a select number of new clients. If you are an investor with a portfolio greater than $500,000, we welcome you to contact us for a complimentary consultation to discuss your unique financial situation.

General Information

Firm Start Year

1990

CRD#

2162075

Firm CRD#

8032

Name of Broker/Dealer

Commonwealth Financial Network

Years of Experience in Financial Services

29

Number of Years with Current Firm

7

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)

Securities Licenses

Series 63, Series 24, Series 7, Series 6

Insurance and Annuity Licenses

Life, Variable Life

Disclosures

Disclaimer

This communication is strictly intended for individuals residing in the states of AL, CT, FL, GA, HI, IL, IN, MA, MN, NC, NM, NY, OH, OR, PR, SC, TN, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC,a Registered Investment Adviser. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html