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Michael L
Series 66
San Diego, CA
Cetera
Michael Lord is a financial advisor with Cetera Wealth Services, LLC in San Diego, CA, holding a Series 66 designation and bringing 20 years of industry experience. He has previously worked with Avantax Advisory Services and 1st Global Advisors, Inc. Outside of financial advising, he serves as CFO and Treasurer for Lord Insurance Group, Inc. and has a longstanding role as a paraplanner at Armstrong, Fisch & Tutoli Law Firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures.
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