Georgia Lauren Lord

Employer firm

Spire Wealth Management, LLC CRD 113908

$4.51B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → Present
  Oppenheimer & Co
  New York City, NY
• 01/2020 → 03/2021
  Wealthsimple
  Brooklyn, NY
• 01/2019 → 12/2019
  Morningstar Credit Ratings
  New York City, NY
• 01/2015 → 11/2018
  Snelleman Tom Financial Services
  Brisbane

Previous Registrations

• 2022-03-15 → 2023-08-25
  Oppenheimer & Co. Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-03-14

Designations

• Certified Financial Planner