Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cunningham is a financial advisor with over 25 years of experience in the industry. Brian is a Registered Representative of LPL Financial LLC, a Registered Investment Advisor. Brian is registered to offer securities and investment advisory services in 26 states. Brian holds the Series 6, 7, 9, 10, 24, 31, and 63 licenses. Brian has a broad base of experience working with individuals, corporations, and institutions, helping them achieve their financial goals. Brian has worked with clients in their retirement planning, investment management, and insurance planning. Brian is committed to providing his clients with personalized financial advice and guidance. Brian's previous employers include Wells Fargo Clearing Services, LLC, Raymond James & Associates, Inc., Wachovia Securities, LLC, Morgan Stanley DW Inc., National Planning Corporation, and Advantage Capital Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
07/03/2019 - Present
LPL Financial LLC (MYRTLE BEACH SC)
SC
10/08/2013 - 07/09/2019
WELLS FARGO CLEARING SERVICES, LLC (MYRTLE BEACH SC)
SC
11/14/2008 - 10/10/2013
RAYMOND JAMES & ASSOCIATES, INC. (MYRTLE BEACH SC)
SC
07/12/2002 - 11/17/2008
WACHOVIA SECURITIES, LLC (MYRTLE BEACH SC)
NY
02/09/2000 - 07/24/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
10/21/1998 - 01/10/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
09/30/1994 - 10/23/1998
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 09/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/1998
Series 4 - Registered Options Principal Examination
BC
Issued 11/14/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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