John Cuddihy, financial advisor Fredonia NY

John Cuddihy

CRD Number: 1841670
Current Firm: Lpl Financial LLC

John Cuddihy (CRD# 1841670) is an Investment Advisor Representative working at Lpl Financial LLC in Fredonia, NY and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Fredonia, NY Feb 2018 - Current 6
Invest Financial Corporation Tampa, FL Nov 2013 - Feb 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for John P. Cuddihy
Phone Number: 704-733-3300
Registered State(s):
  • GA
  • NY
  • OH
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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