Gianna Claire Cuda

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  Lpl Financial
  Bingham Farms, MI

Previous Registrations

• 2020-06-19 → 2026-03-02
  Future Benefits Planning Corporation
  Bingham Farms, MI
• 2010-09-24 → 2012-02-22
  Lpl Financial Llc
  Bingham Farms, MI
  Bingham Farms, MI

Other Businesses

(1) 07/22/2014 - FUTURE BENEFITS CORPORATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 40 HOURS PER MONTH - BINGHAM FARMS, MI.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-16
• S63 Uniform Securities Agent State Law Examination
  1998-03-23

Designations

• Certified Financial Planner

Other Names

• Gianna Claire Mason
• Gianna Claire Mason