Unclaimed Profile

Lori Darlene Powell

ELEVAGE PARTNERS, LLC·RENO, Nevada

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65Clean record17 years registeredELEVAGE PARTNERS, LLC

5470 KIETZKE LANE, RENO, NV 89511CRD# 1620919Firm CRD# 158386

Profile Verification

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

Identity

Lori Darlene Powell · RENO, NV

Registration

CRD #1620919 · ELEVAGE PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

ELEVAGE PARTNERS, LLC

Jul 2021 – present

NATIONWIDE INVESTMENT ADVISORS, LLC

Mar 2016 – Jan 2021

COLUMBUS, OH

NATIONWIDE SECURITIES, LLC

Sep 2012 – Mar 2016

COLUMBUS, OH

VALIC FINANCIAL ADVISORS, INC.

Apr 2010 – Jan 2011

HOUSTON, TX

SECURITY GLOBAL INVESTORS

Mar 2009 – May 2009

NAPA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · March 31, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELEVAGE PARTNERS, LLC

CRD 158386 · SEC 801-112475

AUM

$144M

Regulatory assets under management

Employees

1,140 client accounts

Services offered by ELEVAGE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ELEVAGE PARTNERS, LLC →

Introduction

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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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