Bryan P Cunningham
Investment adviser representative at LPL Financial LLC
18 yearsExperience
1 stateRegistered in
ChFC®Designation
$819.1BFirm assets
Are you Bryan P Cunningham? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- LPL Financial LLCJul 2026 to now
- Premier America CuJul 2026 to now
- Equitable Advisors, LLCMar 2025 to Jun 2026
- UnemployedDec 2024 to Feb 2025
- Cetera Investment Advisers LLCMar 2024 to Nov 2024
- Cetera Advisors LLCFeb 2023 to Nov 2024
- Oneamerica SecuritiesFeb 2020 to Feb 2023
- American United LifeOct 2019 to Feb 2023
- Nylife Securities LLCDec 2008 to Jan 2020
- New York Life InsuranceNov 2008 to Jan 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2930671
- Firm CRD
- 6413