James R Lord, CLU

Overview

James R Lord is an insurance agent, a registered representative and an investment adviser representative based in Topeka, KS, with 53 years in the industry.

Years in the industry

53

States licensed

5

States registered

8

Carrier appointments

1

Contact

2 business emails and 4 phone numbers on file

Registrations and licenses

• Licensed in 5 states
• Registered in 8 states

• Life Agent Individual
• Producer
• Series 6
• Series 63
• Series 65
• SIE

3 lines of authority, with every state and its dates

Firms

• Gradient Securities, LLCCurrent firm
• Paladin FinancialCurrent firm
• Lords Financial PlanningCurrent firm

Employment history since 1987

Carriers

1 active carrier appointment

Book and practice

Firm assets under management on file