Nathaniel J Cundiff
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
11 years in the industry.
- LPL Financial LLCJun 2025 to now
- Red Oak FinancialJun 2024 to now
- Full Time EducationAug 2023 to May 2024
- Archer Daniels MidlandMay 2023 to Aug 2023
- Full Time EducationAug 2022 to May 2023
- Mclane MidwestMay 2022 to Jul 2022
- Full Time EducationAug 2021 to May 2022
- Full Time EducationAug 2020 to May 2021
- FastenalNov 2019 to Aug 2021
- Full Time EducationAug 2019 to May 2020
- McdonaldsJul 2018 to Nov 2019
- Full Time EducationMay 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 7946096
- Firm CRD
- 6413