Megan Cunningham is a CFP-designated registered investment advisor at LPL Financial LLC, based in Albuquerque, NM, with 7 years of industry experience. Megan 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
6749 Academy Rd NE Ste A, Albuquerque, NM, 87109
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 Activities
Megan is involved in direct sales with SeneGence International, Inc. since 2017. She also dedicates full-time hours to Legacy Investment Designs, Inc. and Bold Financial Group, both started in 2018 and related to her LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations14 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
- Monessa DuranLPL Financial LLC
- Donnie BellLPL Financial LLC
- Bryan SarracinoLPL Financial LLC
- Aaron StanleyLPL Financial LLC
- William Dial, ChFCLPL Financial LLC
- Julianna ChanceLPL Financial LLC