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Lord Wealth Management

Lord Wealth Management

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INVESTMENT LINKS

Broker Check

Brochures and Notices

LPL Account View



Check the background of investment professionals associated with this site on FINRA's BrokerCheck. 



BrokerCheck

LPL Account View

Brochures and Notices

LPL Account View

Say goodbye to snail mail, clutter, and information that’s outdated the moment it’s printed. Say hello to secure, constant, anywhere online access to your financial information with Account View and e Delivery.


To view your account, using the new updated 2.0 version, click the link below:

Account View 2.0 Login

Brochures and Notices

Brochures and Notices

Brochures and Notices

Please contact us for any of the following:


*  Lord Wealth Management Business Continuity Plan

*  Nadine Lord Divan ADV2B

*  Independent Advisor Alliance ADV2A - Firm Brochure

*  LPL Financial Privacy Policy

*  LPL Identity Theft Prevention / Red Flag Policy

*  LPL Financial Tools and Resources

Contact Us

 

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.     


The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents in which they are property registered or licensed.  No offer may be made or accepted from any resident of any other state.   


Securities offered through LPL Financial, member FINRA/SIPC.  Investment advice offered through Independent Advisor Alliance, a registered investment advisor.  Lord Wealth Management and Independent Advisor Alliance are separate entities from LPL Financial. 


LORD WEALTH MANAGEMENT 


25 cerrero ct., rancho mission viejo, ca 92694

ph:  949-766-7808      fax:  949-766-7809 

CELL:  951-265-3559



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