Loren Cunnington, financial advisor South Haven MI

Loren Cunnington

CRD Number: 5726281
Current Firm: Lpl Financial LLC

Loren Cunnington (CRD# 5726281) is an Investment Advisor Representative working at Lpl Financial LLC in South Haven, MI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial St Joseph, MI Jun 2022 - Current 1
Credit Union Trust St Joseph, MI Jun 2022 - Current 1
Allstate Insurance Co Paw Paw, MI Jul 2020 - Jun 2022 1
Wells Fargo Clearing Services, LLC South Bend, IN Jan 2018 - Jul 2020 2
Chemical Bank Niles, MI Oct 2015 - Jan 2018 2
Cetera Investment Services LLC St. Cloud, MN Oct 2015 - Jan 2018 2
Cetera Investment Advisers LLC Niles, MI Oct 2015 - Jan 2018 2
Unemployed Stevensville, MI Mar 2015 - Oct 2015 < 1
Tiaa South Bend, IN Sep 2014 - Mar 2015 < 1
Tiaa-cref Individual & Institutional Services, LLC South Bend, IN Sep 2014 - Mar 2015 < 1
J.p. Morgan Securities LLC Benton Harbor, MI Oct 2012 - Sep 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Loren D. Cunnington
Phone Number: 704-733-3300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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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