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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Lemuel Cunningham is a financial advisor registered with LPL Financial LLC. Edwin Cunningham has been in the industry for 10 years. Edwin Cunningham has a Series 7, Series 66 and SIE license and is registered with the states of Alabama, Arizona, Florida, Georgia, Kentucky, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, Texas and Virginia. Edwin Cunningham has previously been registered with CUNA BROKERAGE SERVICES, INC.. Edwin Cunningham has experience providing financial planning services, portfolio management for businesses, portfolio management for individuals and other services to clients including individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, insurance companies, investment companies, other investment advisors, state or municipal government entities, pooled investment vehicles, banking or thrift institutions, business development companies and sovereign wealth funds and foreign official institutions.
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.
1
2
FL
02/24/2015 - Present
LPL Financial LLC (GREEN COVE SPRINGS FL)
FL
12/02/2013 - 03/20/2014
CUNA BROKERAGE SERVICES, INC. (ORANGE PARK FL)
FL
05/28/2012 - 11/02/2012
CUNA BROKERAGE SERVICES, INC. (ORANGE PARK FL)
BOTH
Issued 10/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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