John Paul Lunney

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

• 01/2016 → 09/2021
  Bbva Securities Inc.
  Jacksonville, FL
• 01/2016 → 09/2021
  Compass Bank
  Birmingham, AL
• 02/2016 → 09/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 10/2020 → 09/2021
  Bbva Wealth Solutions Inc.
  Jacksonville, FL
• 09/2021 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 09/2021 → Present
  Community First Credit Union Of Florida
  Orange Park, FL
• 05/2025 → Present
  Lpl Financial Llc
  Neptune Beach, FL

Previous Registrations

• 2021-09-02 → 2025-05-15
  Cuso Financial Services, L.P.
  San Diego, CA
  Orange Park, FL
  Jacksonville, FL
  Neptune Beach, FL
  Jacksonville, FL
• 2020-12-07 → 2021-08-23
  Pnc Managed Account Solutions, Inc.
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

1- 05/15/2025 - Community First Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2020-10-26
• S63 Uniform Securities Agent State Law Examination
  2013-11-27

Other Names

• John Paul Lunney
• John Paul Lunney
• John Lunney