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Lori Darlene Powell

ELEVAGE PARTNERS, LLC·RENO, Nevada
Unclaimed Profile
5470 KIETZKE LANE, RENO, NV 89511CRD# 1620919Firm CRD# 158386
01

About

Lori Darlene Powell is a registered financial advisor based in RENO, Nevada, affiliated with ELEVAGE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ELEVAGE PARTNERS, LLC
ELEVAGE PARTNERS, LLC
AUM
$144M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ELEVAGE PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1620919
Firm CRD# 158386
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lori Darlene Powell offer?
Lori Darlene Powell specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in RENO, Nevada for a consultation.
What are Lori Darlene Powell's credentials?
Lori Darlene Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Darlene Powell located?
Lori Darlene Powell is based in RENO, Nevada, working with ELEVAGE PARTNERS, LLC. Their office serves clients in the RENO metropolitan area and surrounding communities.
How does Lori Darlene Powell charge for services?
Lori Darlene Powell's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELEVAGE PARTNERS, LLC?
ELEVAGE PARTNERS, LLC has approximately 10 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ELEVAGE PARTNERS, LLC

Jeffery Deloy Powell
RENO, NV
Ronald Powell
SPRINGFIELD, MA

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