Megan Cunningham is a CFP-designated registered investment advisor at LPL Financial LLC, based in Albuquerque, NM, with 6 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
6749 Academy Rd NE Ste A, Albuquerque, NM, 87109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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