Todd E. Lunsford

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

San Diego, CA 92108

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CRD#: 4630375

Professional summary

Todd Eric Lunsford is a registered financial advisor currently at INTERNATIONAL PRIVATE WEALTH ADVISORS LLC located in San Diego, California.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Todd has worked at 8 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance; Not investment-related; Anaheim, CA; Insurance; Agent; Start 11/2003; Approximately 5% of time per month spent during securities trading hours; Accident & Health or Sickness, Casualty, Life, Property, and Variable Life and Variable Annuity

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Eric Lunsford's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 10, 2023 - Present

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

Office #1: 3160 Camino Del Rio South Ste 313, San Diego, CA 92108

RIA

CRD#: 323032

San Diego, CA

Past

July 14, 2023 - August 21, 2023

AXXCESS WEALTH MANAGEMENT, LLC

RIA

CRD#: 164081

Anaheim, CA

Past

July 25, 2016 - August 15, 2023

MGO PRIVATE WEALTH, LLC

RIA

CRD#: 283909

IRVINE, CA

Past

September 27, 2012 - December 31, 2016

LEGACY PRIVATE CLIENT GROUP, INC.

RIA

CRD#: 159063

NEWPORT BEACH, CA

Past

September 2, 2008 - April 26, 2012

SAGENT WEALTH MANAGEMENT

RIA

CRD#: 147890

NEWPORT BEACH, CA

Past

June 23, 2004 - September 16, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NEWPORT BEACH, CA

Past

June 23, 2004 - September 16, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEWPORT BEACH, CA

Past

August 6, 2003 - June 29, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

IRVINE, CA

Past

April 23, 2003 - June 29, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 23, 2003 - June 29, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

CRD#: 323032 / SEC#: 801-126652

RIA

Registered Investment Advisory firm - (9/29/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/10/2023)

IAR

Texas
(8/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/5/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 3/10/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/22/2003

General Securities Representative Examination

Current Firm

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

CRD#: 323032 / SEC#: 801-126652

RIA

Registered Investment Advisory firm - (9/29/2022 Approved)

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Contact information

Main Address

3160 Camino Del Rio South Ste 313, San Diego, CA 92108

Mailing Address

Phone number

(858) 384-5700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	862
AUM (Assets Under Management)	$ 229,903,634

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Todd E. Lunsford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Eric Lunsford's CRS (Customer Relationship Summary).

Certified licenses

Experience

AXXCESS WEALTH MANAGEMENT, LLC

MGO PRIVATE WEALTH, LLC

LEGACY PRIVATE CLIENT GROUP, INC.

SAGENT WEALTH MANAGEMENT

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/5/2003

Series 31

Date: 3/10/2006

Series 7

Date: 4/22/2003

Current Firm

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

TRUST BUT VERIFY

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