Brian Cunningham
Brian Cunningham is a CFP-designated registered investment advisor at LPL Financial LLC, based in Myrtle Beach, SC, with 31 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1039 44th Avenue N, Ste 103, Myrtle Beach, SC, 29577
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian operates Veritas Financial Management as a DBA for his LPL business and is also involved in non-variable insurance activities. Both activities take about three-quarters of his time. He also works as an agent for non-variable insurance, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Morgan Stanley Dw INC.Broker
National Planning CorporationBroker
Advantage Capital CorporationBroker
State Registrations24 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.
Exams
More Advisors
- Jeffrey ClarkeLPL Financial LLC
- Tracy RaynorLPL Financial LLC
- James McmanusLPL Financial LLC
- Marc CohenLPL Financial LLC
- James Burcham, CFPOsaic Advisory Services, LLC
- Joshua Hemmert, CFPResettle Wealth