Matthew Cunningham
Matthew Cunningham is a registered investment advisor at LPL Financial LLC, based in Hingham, MA, with 29 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
160 Old Derby St Ste 232, Hingham, MA, 02043
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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
Matthew is involved with Bay Pointe Wealth Management, focusing on non-variable insurance, dedicating minimal time. He also uses Bay Pointe Wealth Management as a DBA for his LPL business, committing full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Aig Financial Advisors, INC.Broker
US Financial Advisors, LLC
Sunamerica Securities, INC.Broker
U.S. Wealth Advisors, LLC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Salomon Smith Barney INC.Broker
Signator Investors, INC.Broker
John Hancock Funds, INC.Broker
State Registrations4 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.