Brian Cunningham

Brian Cunningham Email and Phone Number

Private Wealth Advisor at Veritas Financial Management @ Veritas Financial Management
Brian Cunningham's Location
Greater Myrtle Beach Area, United States, United States
Brian Cunningham's Contact Details

Brian Cunningham work email

Brian Cunningham personal email

n/a

Brian Cunningham phone numbers

About Brian Cunningham

Brian has been in the financial services business for 30 years. He began his career in Cumberland, Maryland with Advantage Capital. Brian then moved to Myrtle Beach in 2000 to join Morgan Stanley Dean Witter. He then joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2002 and Raymond James and Associates in 2008. In October 2013, he began working with Wells Fargo Advisors where he earned the title of Senior Vice President-Investments. In July 2019 Brian opened Veritas Financial Management and affiliated with LPL Financial for his Broker Dealer relationship.Brian spent his childhood in Cumberland, Maryland. He graduated from Frostburg State University in 1993 with a Bachelor of Science Degree in Accounting and a Minor in Business Administration. He attended the College for Financial Planning in Denver, Colorado and completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional education program in 1997. He continues to expand his knowledge and refine his skills through the continuing education required for his CFP® designation. This information is intended for use only by residents of CA, CT, CO, FL, GA, IL, KS, MD, ME, MI, MN, NC, NJ, NY, OH, PA, SC, VA, WA, and WV. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.Brian is insurance licensed in the following states: CA (Lic. # 0E99598), FL, MD, ME, NC, NJ, NY, OH, SC, VA, WA and WV.Please contact me through e-mail at b.cunningham@lpl.com or by phone at (843) 213-1819. I cannot respond to messages through LinkedIn.

Brian Cunningham's Current Company Details
Veritas Financial Management

Veritas Financial Management

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Private Wealth Advisor at Veritas Financial Management
Brian Cunningham Work Experience Details
  • Veritas Financial Management
    Private Wealth Advisor
    Veritas Financial Management Jul 2019 - Present
    Myrtle Beach, South Carolina, Us
    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
  • Wells Fargo Advisors
    Financial Advisor, Senior Vice President - Investments
    Wells Fargo Advisors Oct 2013 - Jul 2019
    St. Louis, Missouri, Us
    As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate planning strategies, insurance products*, and much more.For more information about how I may be able to help you pursue your financial goals, please contact me. * Insurance products are offered through our affiliated nonbank insurance agencies.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC Member SIPC, is a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are offered through our affiliated non-bank insurance agencies. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE.
  • Raymond James Financial, Inc.
    Financial Advisor, Senior Vice President-Investments
    Raymond James Financial, Inc. Nov 2008 - Oct 2013
    St. Petersburg, Florida, Us
  • Wachovia Securities Llc, A Predecessor Firm Of Wells Fargo Advisors
    Financial Advisor, First Vice President - Investments
    Wachovia Securities Llc, A Predecessor Firm Of Wells Fargo Advisors Jul 2002 - Nov 2008

Brian Cunningham Skills

Asset Allocation Business Owner Planning Investment Planning Retirement Planning Wealth Preservation Planning 401 Planning Financial Advisory Investment Strategies 401 Rollovers

Brian Cunningham Education Details

  • Frostburg State University
    Frostburg State University
    Accounting
  • Bishop Walsh High School
    Bishop Walsh High School
    High School

Frequently Asked Questions about Brian Cunningham

What company does Brian Cunningham work for?

Brian Cunningham works for Veritas Financial Management

What is Brian Cunningham's role at the current company?

Brian Cunningham's current role is Private Wealth Advisor at Veritas Financial Management.

What is Brian Cunningham's email address?

Brian Cunningham's email address is br****@****rgo.com

What is Brian Cunningham's direct phone number?

Brian Cunningham's direct phone number is +184344*****

What schools did Brian Cunningham attend?

Brian Cunningham attended Frostburg State University, Bishop Walsh High School.

What are some of Brian Cunningham's interests?

Brian Cunningham has interest in My Interests Include Travel, Spending Time With My Family, Sports.

What skills is Brian Cunningham known for?

Brian Cunningham has skills like Asset Allocation, Business Owner Planning, Investment Planning, Retirement Planning, Wealth Preservation Planning, 401 Planning, Financial Advisory, Investment Strategies, 401 Rollovers.

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