Michael
Lagos

Lagos Wealth Advisors

CRD#1763163
Investment Advisor
in Diamond Bar, CA

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About this Advisor

Michael Lagos is a certified financial planner based in Diamond Bar, California who has 27 years of relevant experience. Lagos is an advisor for Lagos Wealth Advisors. During their career, Lagos has held roles at Lagos Wealth Advisors, J.W. Cole Financial, Inc, Triad Advisors, Inc and Madison Avenue Securities, LLC. Lagos has a Series 63 license, qualifying them as a securities agent, and is registered to advise clients in California and Texas. Lagos Wealth Advisors is a financial advisory business with a branch in Diamond Bar, California.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

27 years

Office Location

1320 Valley Vista Drive Suite 202
Diamond Bar, CA 91765

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Michael Lagos Work History

Michael has been registered as a financial advisor for 27 years.*

2022 - Present (2 years)

Madison Avenue Securities, LLC

1995 - Present (29 years)

Lagos Wealth Advisors

2013 - 2022 (9 years)

Triad Advisors, Inc

2012 - 2013 (1 year)

J.W. Cole Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Lagos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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