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Elissa Ann Lovell

RANCH CAPITAL ADVISORS INC.·SARASOTA, Florida
Clean recordRANCH 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elissa Ann Lovell is a registered financial advisor based in SARASOTA, Florida, affiliated with RANCH CAPITAL ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RANCH CAPITAL ADVISORS INC.
RANCH CAPITAL ADVISORS INC.
AUM
$278M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at RANCH CAPITAL ADVISORS INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FINANCIAL COACHING SERVICE
Regulatory
SEC/IARD CRD# 5120335
Firm CRD# 300966
View on FINRA BrokerCheck →

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05

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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Other Advisors at RANCH CAPITAL ADVISORS INC.

Bradley Scott Tremitiere
SARASOTA, FL
Gregory Thomas Pacitti
SARASOTA, FL

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