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Matthew James Cunningham

LPL Financial LLC

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About Matthew James Cunningham

Matthew Cunningham is a financial advisor at LPL Financial LLC in Hingham, MA. Matthew has been in the financial services industry since 1996. Matthew provides a variety of financial services including financial planning, portfolio management, consulting and other non-discretionary advisory services. Matthew has been registered with LPL Financial LLC since 2013. Prior to joining LPL Financial LLC, Matthew was registered with Securities America, Inc., Park Avenue Securities LLC, U.S. Wealth Advisors, LLC., AIG Financial Advisors, Inc., SunAmerica Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Salomon Smith Barney Inc., Signator Investors, Inc., and John Hancock Funds, Inc.

Firm Information

Matthew Cunningham is currently registered with LPL Financial LLC. LPL Financial LLC is a Limited Liability Company formed in 2010 and headquartered in Fort Mill, South Carolina. It provides advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $463 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. LPL Financial is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
LPL Financial LLC

1055 LPL WAY

FORT MILL, SC 29715

$463.48B

Assets Under Management

168,915

Total Clients

21,775

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Cunningham’s Registration & Firm History

MA

11/25/2024 - Present

LPL Financial LLC (HINGHAM MA)

MA

05/31/2019 - 06/14/2024

SECURITIES AMERICA, INC. (HINGHAM MA)

MA

10/18/2013 - 06/19/2019

LPL FINANCIAL LLC (HINGHAM MA)

MA

07/20/2006 - 10/25/2013

PARK AVENUE SECURITIES LLC (ROCKLAND MA)

MA

05/20/2005 - 04/07/2006

U.S. WEALTH ADVISORS, LLC. (BRAINTREE MA)

MA

10/31/2005 - 12/31/2005

AIG FINANCIAL ADVISORS, INC. (BRAINTREE MA)

AZ

05/23/2005 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MA

08/08/2001 - 05/13/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/08/2001 - 05/13/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

04/14/2000 - 05/17/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

MA

06/30/1997 - 03/30/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

06/21/1996 - 06/30/1997

JOHN HANCOCK FUNDS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 06/30/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/06/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/04/2000

Series 24 - General Securities Principal Examination

BC

Issued 08/09/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/20/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew James Cunningham.
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