Todd Justin Lerner

Current Employers

Employment History

• 01/2015 → 08/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 12/2012 → 08/2017
  Morgan Stanley
  Woodland Hills, CA
• 09/2017 → 06/2024
  Securities America Inc.
  Valencia, CA
• 09/2017 → 12/2018
  Cue Financial Group, Inc.
  Phoenix, AZ
• 04/2018 → 03/2026
  Pfg Advisors, Llc
  Peoria, AZ
• 06/2024 → 11/2025
  Osaic Wealth, Inc.
  Valencia, CA
• 03/2007 → Present
  Todd Justin Lerner
  Valencia, CA
• 03/2026 → Present
  Advus Financial Partners, Llc
  Winter Park, FL
• 11/2025 → Present
  United Planners' Financial Services Of America A Limited Partner
  Valencia, CA
• 04/2026 → Present
  Advus Financial Partners
  Valencia, CA

Previous Registrations

• 2018-04-18 → 2026-04-01
  Pfg Advisors
  Valencia, CA
• 2017-10-20 → 2018-12-31
  Cue Financial Group, Inc.
  Valencia, CA
  Scottsdale, AZ
• 2011-06-14 → 2017-09-18
  Morgan Stanley
  Thousand Oaks, CA
  Woodland Hills, CA
  Westlake Village, CA
  Woodland Hills, CA
• 2010-01-25 → 2011-06-03
  Pacific Financial Strategies, Inc
  Thousand Oaks, CA
• 2008-05-28 → 2010-02-19
  Concourse Financial Group Securities, Inc.
  Agoura Hills, CA
  Sugar Land, TX
  Agoura, CA

Other Businesses

1.) TODD JUSTIN LERNER - INSURANCE AGENT - NON-VARIABLE INSURANCE - VALENCIA, CA - SINCE 03/2007 - INVESTMENT RELATED 2.) LBW INSURANCE AND FINANCIAL SERVICES - VP FINANCIAL PLANNING - MANAGEMENT/LEADERSHIP - VALENCIA, CA - SINCE 10/2021 - INVESTMENT RELATED 3.) LBW INSURANCE AND FINANCIAL SERVICES INC. - VICE PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - VALENCIA, CA - SINCE 10/2017 - INVESTMENT RELATED 4.) ADVUS FINANCIAL PARTNERS - VICE PRESIDENT|FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - VALENCIA, CA - SINCE 04/2026 - INVESTMENT RELATED 5.) FOUNDATION RISK PARTNERS - VICE PRESIDENT - INSURANCE & FINANCIAL SERVICES - VALENCIA, CA - SINCE 01/2025 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2007-11-26

Other Names

• Todd J Lerner