Michael Cunningham
Michael Cunningham is a ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Oklahoma City, OK, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
9016 N Kelley Ave, Oklahoma City, OK, 73131
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Regulatory History (1)
Customer Dispute
November 2016Other Business Activities
Michael operates under the DBA Mike Cunningham Investments for his LPL business and owns Mikey's House LLC, a real estate rental property, dedicating minimal time to it. He also provides investment advisory services through Private Advisor Group, spending nearly full-time on this activity.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Securities America Advisors, INC.
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
Securities Service Network, INC.Broker
Capital Securities of America, INC.Broker
1717 Capital Management CompanyBroker
State Registrations31 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.