Ashley Lovell (CRD# 6914194) is an Investment Advisor Representative working at Rca Wealth Strategies LLC in Overland Park, KS and has over 5 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rca Wealth Strategies | Kansas City, KS | Jul 2021 - Current | 2 |
| Nestle Purina Petcare | Kansas City, MO | Feb 2017 - Current | 7 |
| Insight Financial Services | Overland Park, KS | Jun 2019 - Oct 2019 | < 1 |
| Insight Insurance Partners | Overland Park, KS | Jun 2019 - Oct 2019 | < 1 |
| Ameritas Investment Corp | Lincoln, NE | Feb 2018 - Jun 2019 | 1 |
| Altria Group Distribution Company | Richmond, VA | Jan 2010 - Jan 2017 | 7 |
| Altria Group Distribution Company | Kansas City, MO | Jan 2010 - Jan 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- KS
- MO
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts511ACCOUNTS
-
Average Account Value$83,366
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, KS, LA, MO, NE, TX
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