Todd LunsfordCRD Number: 4630375
Current Firm: Legacy Private Client Group, Inc.
Todd Lunsford (CRD# 4630375) is an Investment Advisor Representative working at Legacy Private Client Group, Inc. in Newport Beach, CA and has over 13 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Mgo Wealth Advisors, LLC||Newport Beach, CA||Jul 2016 - Current||1|
|Legacy Private Client Group, Inc.||Irvine, CA||Apr 2012 - Jul 2016||4|
|Sagent Capital, LLC||Newport Beach, CA||Aug 2008 - Mar 2012||3|
|Ubs Financial Services Inc.||Newport Beach, CA||Jun 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2003|
Total Assets Under Management111MILLIONS
Total Number of Accounts481ACCOUNTS
Average Account Value$229,736
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients