Steven Cunningham
Steven Cunningham is a registered investment advisor at LPL Financial LLC, based in Oklahoma City, OK, with 19 years of industry experience. Steven 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
9016 N. Kelley Avenue, Oklahoma City, OK, 73131
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business Activities
Steven operates under the DBA Mike Cunningham Investments since 2013. He also owns Mikey's House LLC, a real estate rental business, dedicating minimal time to it. Steven is an IAR with Private Advisor Group, spending nearly full-time on investment advisory services.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Guidestone Advisors
Guidestone Financial ServicesBroker
Pfpc Distributors, INC.Broker
State Registrations32 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
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