Michael Joseph Cunningham

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

• 09/2013 → 06/2017
  Saugus High School
  Saugus, MA
• 02/2015 → 09/2020
  Sears
  Saugus, MA
• 10/2020 → 05/2021
  Lowe's
  Saugus, MA
• 05/2018 → 09/2018
  Expeditors International
  Peabody, MA
• 09/2017 → 05/2021
  University Of Massachusetts Lowell
  Lowell, MA
• 06/2021 → 10/2023
  Fidelity Investments
  Merrimack, NH
• 10/2023 → Present
  Lpl Financial Llc
  Chelmsford, MA
• 10/2023 → Present
  First Technology Federal Credit Union
  Chelmsford, MA

Previous Registrations

• 2023-01-24 → 2023-09-15
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Other Businesses

1) 10/2023 - Digital Investment Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2023-01-20
• S63 Uniform Securities Agent State Law Examination
  2021-12-03

Other Names

• Michael Joseph Cunningham
• Mike Joseph Cunningham