Unclaimed Profile

Elissa Ann Lovell

RANCH CAPITAL ADVISORS INC.·SARASOTA, Florida

SIE, Series 6, Series 7, Series 63, Series 65Clean record16 years registeredRANCH CAPITAL ADVISORS INC.

4910 LAKEWOOD RANCH BLVD, SARASOTA, FL 34240CRD# 5120335Firm CRD# 300966

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elissa Ann Lovell · SARASOTA, FL

Registration

CRD #5120335 · RANCH CAPITAL ADVISORS INC. · 16 years registered

Brand Profile

Not yet started

Career History

RANCH CAPITAL ADVISORS INC.

Apr 2019 – present

TRUVESTMENTS CAPITAL LLC

Mar 2018 – Feb 2019

SARASOTA, FL

PRIVATE VISTA, LLC

Dec 2009 – Jan 2018

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · December 4, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RANCH CAPITAL ADVISORS INC.

CRD 300966 · SEC 801-114909

AUM

$278M

Regulatory assets under management

Employees

1,043 client accounts

Services offered by RANCH CAPITAL ADVISORS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RANCH CAPITAL ADVISORS INC. →

Introduction

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Frequently Asked Questions

What services does Elissa Ann Lovell offer?

Elissa Ann Lovell specializes in Financial Planning, Investment Management. Contact their office in SARASOTA, Florida for a consultation.

What are Elissa Ann Lovell's credentials?

Elissa Ann Lovell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elissa Ann Lovell located?

Elissa Ann Lovell is based in SARASOTA, Florida, working with RANCH CAPITAL ADVISORS INC.. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.

How does Elissa Ann Lovell charge for services?

Elissa Ann Lovell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial coaching service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RANCH CAPITAL ADVISORS INC.?

RANCH CAPITAL ADVISORS INC. has approximately 7 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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