Leo Lundy Cunningham
Investment adviser representative at Main Street Financial
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$71.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Main Street FinancialAug 2011 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Main Street Financial
Legal name: Main Street Financial LLC
$71.1MAssets managed
98Clients
3Advisers
14 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
- 4702201
- Firm CRD
- 118130