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@wellsfargo.com
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2 phones found area 843
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Brian Cunningham is listed as Private Wealth Advisor at Veritas Financial Management at Veritas Financial Management, based in Greater Myrtle Beach Area, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 843, and a matched LinkedIn profile for Brian Cunningham.
Brian Cunningham previously worked as Private Wealth Advisor at Veritas Financial Management and Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors. Brian Cunningham holds Bachelor'S Degree, Accounting from Frostburg State University.
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AeroLeads found 1 current-domain work email signal for Brian Cunningham. Compare company email patterns before reaching out.
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.
Listed skills include Asset Allocation, Business Owner Planning, Investment Planning, Retirement Planning, and 5 others.
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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.
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.
St. Petersburg, Florida, Us
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Brian Cunningham works for Veritas Financial Management.
Brian Cunningham is listed as Private Wealth Advisor at Veritas Financial Management at Veritas Financial Management.
AeroLeads has found 1 work email signal at @wellsfargo.com for Brian Cunningham at Veritas Financial Management.
AeroLeads has found 2 phone signal(s) with area code 843 for Brian Cunningham at Veritas Financial Management.
Brian Cunningham is based in Greater Myrtle Beach Area, United States while working with Veritas Financial Management.
Brian Cunningham has worked for Veritas Financial Management, Wells Fargo Advisors, Raymond James Financial, Inc., and Wachovia Securities Llc, A Predecessor Firm Of Wells Fargo Advisors.
You can use AeroLeads to view verified contact signals for Brian Cunningham at Veritas Financial Management, including work email, phone, and LinkedIn data when available.
Brian Cunningham holds Bachelor'S Degree, Accounting from Frostburg State University.
Brian Cunningham is listed with skills including Asset Allocation, Business Owner Planning, Investment Planning, Retirement Planning, Wealth Preservation Planning, 401 Planning, Financial Advisory, and Investment Strategies.
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