Martin Cunningham is a CFA-designated registered investment advisor at LPL Financial LLC, based in Springfield, MA, with 22 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
One Financial Plaza 1350 Main St, Springfield, MA, 01103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Martin owns and manages multiple real estate rental properties, dedicating minimal time to each. He also operates Cunningham Financial Management as a DBA for his LPL business, spending a few hours per week, and manages a pub called City Line Cafe, taking about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Wrp Investments, INC.
Wrp Investments, INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations6 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.