James Lord (CRD# 1309083) is an Investment Advisor Representative working at Paladin Financial in Topeka, KS and has over 37 years of experience in the finance industry.
CRD# 1186862
Proactive Capital Management, Inc.
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paladin Financial | Arden Hills, MN | May 2023 - Current | < 1 |
| Lord's Wealth Partners, LLC | Ozawkie, KS | Jun 2020 - Current | 3 |
| Gradient Securities, LLC | Arden Hills, MN | Sep 2014 - Current | 9 |
| Lord's Financial Planning | Topeka, KS | Jun 2009 - Current | 14 |
| Money Management Financial Planning Serv | Topeka, KS | Jan 1982 - Current | 42 |
| Gradient Wealth Management | Arden Hills, MN | Sep 2014 - Dec 2023 | 9 |
| Gradient Advisors, LLC | Arden Hills, MN | Sep 2014 - Feb 2015 | < 1 |
| National Planning Corporation | Topeka, KS | Mar 2005 - Sep 2014 | 9 |
| James R. Lord | Topeka, KS | Apr 1971 - Sep 2014 | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1987 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
- KS
- TX
-
Total Assets Under Management113MILLIONS
-
Total Number of Accounts965ACCOUNTS
-
Average Account Value$117,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, IA, KS, MN, MO, SD, TX, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.