Stephen Cunha
Stephen Cunha is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lakewood Ranch, FL, with 32 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
Lakewood Ranch, FL
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Regulatory History (1)
Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Stephen is a registered investment advisor DBA through RetirementCFO.LLC and provides investment advisory services through Global Retirement Partners, LLC, spending about half his time on these activities. He also owns rental real estate and sells non-variable insurance, dedicating a few hours per week to each.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
New England Securities Corporation
Baystate Wealth Management
New England SecuritiesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations16 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.