Unclaimed Profile

Nadine Marie Lord

THE PLANNERS NETWORK, INC.·TEMECULA, California

SIE, Series 7, Series 24, Series 51, Series 63Clean record26 years registeredTHE PLANNERS NETWORK, INC.

43418 BUSINESS PARK DR., TEMECULA, CA 92590CRD# 1102291Firm CRD# 108355

Profile Verification

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

Identity

Nadine Marie Lord · TEMECULA, CA

Registration

CRD #1102291 · THE PLANNERS NETWORK, INC. · 26 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT ADVISOR ALLIANCE, LLC

Jun 2016 – present

THE PLANNERS NETWORK, INC.

Aug 2012 – Jun 2016

RANCHO SANTA MARGARITA, CA

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Jan 2000 – Jun 2016

RANCHO SANTA MARGARITA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · January 13, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNERS NETWORK, INC.

CRD 108355 · SEC 801-60247

AUM

$109M

Regulatory assets under management

Employees

500 client accounts

Services offered by THE PLANNERS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNERS NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does Nadine Marie Lord offer?

Nadine Marie Lord specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEMECULA, California for a consultation.

What are Nadine Marie Lord's credentials?

Nadine Marie Lord is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nadine Marie Lord located?

Nadine Marie Lord is based in TEMECULA, California, working with THE PLANNERS NETWORK, INC.. Their office serves clients in the TEMECULA metropolitan area and surrounding communities.

How does Nadine Marie Lord charge for services?

Nadine Marie Lord's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNERS NETWORK, INC.?

THE PLANNERS NETWORK, INC. has approximately 11 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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