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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Lunsford is an investment advisor representative at International Private Wealth Advisors LLC. Todd has over 20 years of experience in the financial services industry. Todd has held previous roles with UBS Financial Services Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Todd holds Series 7, Series 31, and Series 66 licenses. Todd specializes in financial planning, portfolio management, and estate planning. Todd works with individuals, families, businesses, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
08/10/2023 - Present
International Private Wealth Advisors LLC (SAN DIEGO CA)
CA
06/23/2004 - 09/16/2008
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
MN
04/23/2003 - 06/29/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/23/2003 - 06/29/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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