Steven Cunningham
Steven Cunningham is a registered investment advisor at LPL Financial LLC, based in Oklahoma City, OK, with 19 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
9016 N. Kelley Avenue, Oklahoma City, OK, 73131
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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 Registrations30 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.