Lpl Financial LLC
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About this Advisor
Charles Cunningham is an advisor whose office is in Raleigh, North Carolina. Currently a registered investment advisor with Lpl Financial LLC, they have accrued 12 years of professional experience as an investment advisor. Cunningham holds a Series 63 license, designating them as a securities broker. Cunningham is registered to operate in North Carolina. Cunningham has spent their whole career at Lpl Financial LLC. Lpl Financial LLC is based out of Raleigh, North Carolina, and operates out of 8,011 additional locations in the country. In total, Lpl Financial LLC oversees $153 billion in assets dispersed across 680,466 accounts and employs more than 22,703 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Lpl Financial LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Charles Cunningham Work History
Charles has 12 years of experience.
Lpl Financial LLC
Charles Cunningham has no disclosures.
Please visit their SEC profile for more details.