Chief Compliance Officer · International Private Wealth Advisors LLC
Todd E. Lunsford
CRD 4630375 · Named on Form ADV at one SEC-registered adviser
At a glance
International Private Wealth Advisors LLC, an SEC-registered wealth manager based in SAN Diego, CA with $255 million in regulatory assets, lists Todd E. Lunsford on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- International Private Wealth Advisors LLCChief Compliance OfficerWealth manager · SAN Diego, CA · $255M in regulatory assets
AtlasMembers
Todd’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Louis (. BarajasManaging Member, International Private Wealth Advisors LLC
- Daniel (. GuillenManaging Member, International Private Wealth Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.