Improving your tax and financial position often takes guidance from an investment professional. The professionals at Lord Wealth Management specialize in investment management for the conservative investor.
NADINE M. LORD (also known as Nadine Lord Divan) has been a firm believer of the financial planning process concept since she opened her financial practice in 1983. Nadine is a CERTIFIED FINANCIAL PLANNER™ and REGISTERED REPRESENTATIVE with LPL FINANCIAL member FINRA/SIPC. Investment advice offered through INDEPENDENT ADVISOR ALLIANCE (IAA), a Registered Investment Adviser. LORD WEALTH MANAGEMENT, IAA and LPL are separate and unrelated companies. Nadine is a life and disability insurance agent in the states of California (CA Life Insurance License # 0706223), Arizona (AZ Life Insurance License # 54598) and Nevada (NV Life Insurance Agent # 46096). Nadine is also an ENROLLED AGENT (EA), enrolled to represent Taxpayers before the Internal Revenue Service (IRS EA # 89416).
Nadine M. Lord EA, CFP®
LPL Registered Representative
Lord Wealth Management
30021 Tomas, Suite 300
Rancho Santa Margarita, CA 92688
Client Consolidated Reports
Click here to view a variety of Consolidated Reports, including transaction history and asset allocation of your accounts through our office. Click here for a copy of the Account View Brochure. A helpful guide on how to establish your connection and what information the program can offer.
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 of the following states: CA, AK, AZ, CO, IA, MN, NV, NH, NJ, NM, NC, and PA.