Todd Lunsford Email & Phone Number
Financial Advisor @ Axxcess Wealth Management
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Todd Lunsford Location
- Irvine, CA, US
Todd Lunsford Work
- Financial Advisor @ (July 2023 - Present)
- CCO and Wealth Advisor @ (September 2016 - August 2023)
- Financial Advisor @ (April 2012 - September 2016)
- Financial Advisor @ (September 2008 - March 2012)
- Investment Advisor @ UBS (June 2004 - August 2008)
Todd Lunsford Education
- California State University, Fullerton
Bachelor of Business Administration (BBA)
Todd Lunsford Skills
- Investment Asset Allocation
- Personal Financial Planning
- Investments
- Asset Allocation
- Retirement Planning
- Investment Advisory
- Microsoft Office
- Portfolio Management
- Financial Modeling
- Project Management
Todd Lunsford Summary
- Todd Lunsford, based in Irvine, CA, US, is currently a Financial Advisor at Axxcess Wealth Management. Todd Lunsford brings experience from previous roles at MGO | Private Wealth, Legacy Private Client Group, Sagent Wealth Management and UBS. Todd Lunsford holds a Bachelor of Business Administration (BBA) @ California State University, Fullerton. With a robust skill set that includes Investment Asset Allocation, Personal Financial Planning, Investments, Asset Allocation, Retirement Planning and more. Todd Lunsford has 1 emails and 1 mobile phone numbers on RocketReach.
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