Unclaimed Profile

Todd Eric Lunsford

MGO PRIVATE WEALTH, LLC·IRVINE, California

Series 7, Series 31, Series 66Clean record23 years registeredMGO PRIVATE WEALTH, LLC

111 PACIFICA, IRVINE, CA 92618CRD# 4630375Firm CRD# 283909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Eric Lunsford · IRVINE, CA

Registration

CRD #4630375 · MGO PRIVATE WEALTH, LLC · 23 years registered

Brand Profile

Not yet started

Career History

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

Aug 2023 – present

AXXCESS WEALTH MANAGEMENT, LLC

Jul 2023 – Aug 2023

Anaheim, CA

MGO PRIVATE WEALTH, LLC

Jul 2016 – Aug 2023

IRVINE, CA

LEGACY PRIVATE CLIENT GROUP, INC.

Sep 2012 – Dec 2016

NEWPORT BEACH, CA

SAGENT WEALTH MANAGEMENT

Sep 2008 – Apr 2012

NEWPORT BEACH, CA

UBS FINANCIAL SERVICES INC.

Jun 2004 – Sep 2008

NEWPORT BEACH, CA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Aug 2003 – Jun 2004

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · August 6, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MGO PRIVATE WEALTH, LLC

CRD 283909 · SEC 801-108057

AUM

$288M

Regulatory assets under management

Employees

341 client accounts

Services offered by MGO PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MGO PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Todd Eric Lunsford offer?

Todd Eric Lunsford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVINE, California for a consultation.

What are Todd Eric Lunsford's credentials?

Todd Eric Lunsford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Eric Lunsford located?

Todd Eric Lunsford is based in IRVINE, California, working with MGO PRIVATE WEALTH, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Todd Eric Lunsford charge for services?

Todd Eric Lunsford's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MGO PRIVATE WEALTH, LLC?

MGO PRIVATE WEALTH, LLC has approximately 4 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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