TL

Todd Lunsford

Chief Compliance Officer & Wealth Manager at MGO Private Wealth

Todd Lunsford is a private wealth manager and compliance officer with over 20 years of experience in the wealth management industry. He brings deep financial planning and risk management experience to his role as Chief Compliance Officer for MGO Private Wealth. Todd also acts as a wealth manager, creating highly-customized wealth management strategies for a select group of clients.

Todd earned his BA in Business at Cal State Fullerton. He is licensed as an investment advisor and is also a registered California Life & Health, Property & Casualty Insurance agent.

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Timeline

  • Chief Compliance Officer & Wealth Manager

    Current role

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