Elissa Lovell, financial advisor Sarasota FL

Elissa Lovell

CRD Number: 5120335
Current Firm: Ranch Capital Advisors Inc.

Elissa Lovell (CRD# 5120335) is an Investment Advisor Representative working at Ranch Capital Advisors Inc. in Sarasota, FL and has over 17 years of experience in the finance industry. Elissa Lovell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Ranch Capital Advisors Inc. (f.k.a. Pacitti Group Inc.) Sarasota, FL Mar 2022 - Current 2
Ranch Capital Advisors Inc. (f.k.a. Pacitti Group Inc.) Sarasota, FL Mar 2021 - Mar 2022 1
Pacitti Group Inc. D/b/a Ranch Capital Advisors Bradenton, FL Apr 2019 - Mar 2021 1
Pacitti Group Inc. D/b/a Ranch Capital Advisors Bradenton, FL Feb 2019 - Mar 2021 2
Truvestments Capital LLC Sarasota, FL Feb 2018 - Feb 2019 1
Unemployed Sarasota, FL Dec 2017 - Feb 2018 < 1
Private Vista, Llc (formerly Financial Strategy Network Llc) Chicago, IL Aug 2005 - Nov 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Elissa A. Lovell
Phone Number: (941) 462-2666
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    227
    MILLIONS
  • Total Number of Accounts
    969
    ACCOUNTS
  • Average Account Value
    $234,059
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, FL, GA, MI, NC, NY, OH, PA, SC, TX, VA

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