Wendy Cundari
Wendy Cundari is a registered investment advisor at LPL Financial LLC, based in Belleair, FL, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Belleair, FL
Get directionsHistory
Regulatory History (5)
Financial
February 2022Customer Dispute
December 2021Financial
September 2021Customer Dispute
February 2020Customer Dispute
February 2003Other Business Activities
Wendy operates under several DBAs for her LPL business, including MEMBERS Financial Services, Wheelhouse Investment Services, Suncoast Investment Services, and Red Canoe Financial Group. She dedicates nearly full-time hours to Suncoast Investment Services.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
Griffin Financial ServicesBroker
Ba Investment Services, INC.Broker
Invest Financial CorporationBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.