Michael Lagos (CRD# 1763163) is an Investment Advisor Representative working at Lagos Wealth Advisors in Diamond Bar, CA and has over 29 years of experience in the finance industry. Michael Lagos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Madison Avenue Securities, LLC | San Diego, CA | Mar 2022 - Current | 2 |
| Lagos Wealth Advisors | Diamond Bar, CA | Jun 1995 - Current | 28 |
| Triad Advisors, Inc. | Norcross, GA | Sep 2013 - Apr 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
- CA
- CO
- TX
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts125ACCOUNTS
-
Average Account Value$365,998
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, TX
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