Todd Eric Lunsford
Investment adviser representative at International Private Wealth Advisors LLC
10 yearsExperience
2 statesRegistered in
$255.3MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- International Private Wealth Advisors LLCAug 2023 to now
- Axxcess Wealth Managment, LLCJul 2023 to now
- Mgo Private Wealth, LLCJul 2016 to Jul 2023
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
International Private Wealth Advisors LLC
$255.3MAssets managed
389Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4630375
- Firm CRD
- 323032