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Elissa Lovell
from Ranch Capital Advisors Inc.
Elissa Lovell is a financial advisor based in Florida, Sarasota,
with 19 years of experience. Elissa currently works for
Ranch Capital Advisors Inc..
Elissa maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Elissa Lovell works at Ranch Capital Advisors Inc.
Ranch Capital Advisors Inc. is a financial advisory firm based in Sarasota, Florida. It currently has approximately $226,803,364 of assets under management and employs about 6 people. Ranch Capital Advisors Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, commissions and financial coaching service.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees, commissions and financial coaching service
Office location
4910 Lakewood Ranch Blvd, #130, Sarasota, Florida, 34240
Advisor can help with
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