Last Updated: January 2026 — Scottsdale, AZ
Here’s what you need to know about Scottsdale, AZ stockbroker Adam Ross Lunceford:
- Name: Adam Ross Lunceford
- Current Employer: Not currently registered with FINRA.
- Prior Firms: LPL Financial LLC (10/2013–05/2023); Securities Service Network, Inc. (11/2010–10/2013); LPL Financial Corporation (04/2010–11/2010); Merrill Lynch, Pierce, Fenner & Smith Incorporated (03/2006–04/2010); Edward Jones (09/2003–03/2006)
- Other Business Affiliations: Lunceford Private Wealth Management (DBA); Householder Group Estate & Retirement Specialists (DBA/Hybrid RIA activity); Jackson Hewitt (tax preparation in AZ locations); Lunceford Capital Holdings, LLC; Lunceford Tax Holdings, LLC; rental real estate activity; LUNCEFORD ENTERPRISES LLC (Jackson Hewitt franchise); Lunceford Medical Group LLC (franchise healthcare clinics); ECA Marketing Inc (insurance)
- CRD number: 4686499
- Stockbroker / Financial Advisor. Former FINRA-registered broker and former investment adviser representative.
- Can Broker be Sued in FINRA: Yes
- Current Customer Dispute Seeks Total Damages of: $140,000
If you’ve sustained damages from Mr. Lunceford, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Adam Lunceford As Your Stockbroker?
- Pending FINRA Arbitration (Filed August 2025) — Case No. 25-01761: A customer of LPL Financial alleges that an investment made in July 2013 in a REIT was unsuitable for the customer’s investment objectives and risk tolerance; damages sought are $140,000.
More on REITs and Other Alternative Investments
Allegations of Broker Misconduct Against Adam Ross Lunceford
- Unsuitability
Recover Your Investment Losses Now With Rex Securities Law
Investigation of LPL Financial and LPL Brokers-Lawsuits, Arbitrations & Customer Disputes
If you have suffered investment losses in an account handled by Adam Ross Lunceford, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis, meaning that you do not pay legal fees unless we are successful.