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Advisors / Maryland / Cumberland
34yrs

Patrick Cunningham

Financial advisor at LPL Financial

Patrick Cunningham has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Cumberland, Maryland. After a year at National Planning, Patrick joined LPL Financial in 2002, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 33 advisors with offices in Cumberland, and one of 31 fiduciaries.

Cumberland, MD 21502Top 9% by experience in MarylandFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience34 years (since 1992)
How that compares ?Top 9% by experience in Maryland
Office15704 McMullen Hwy SW, Cumberland, MD 21502
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2002 – now
    LPL Financial LLCCurrent firm
  2. Jan 2002 – Oct 2002
    National Planning CorporationPreviously

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Patrick

How do I contact Patrick?

Call LPL Financial at (704) 733-3300 and ask for Patrick Cunningham. Patrick works from the Cumberland, MD office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 1992, about 34 years. Top 9% by experience in Maryland.

What licenses does Patrick hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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