Samuel Lunsford

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CRD#: 7210803

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Samuel Lunsford, CFP® was a registered financial professional .

Samuel is a previously registered financial professional and started their career in finance in 2020. Samuel had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

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.

CPA; L.P. Martin & Company, P.C.; 09/2019; appx 50% of his time per month, more during tax season; non-investment related.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Past

January 15, 2020 - December 31, 2022

LPM FINANCIAL LLC

RIA

CRD#: 306910

GLEN ALLEN, VA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

LPM FINANCIAL LLC

CRD#: 306910 / SEC#:

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Contact information

Main Address

4132 Innslake Drive, Glen Allen, VA 23060

Mailing Address

Phone number

(804) 447-9814

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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