Sara Lovell (CRD# 5326656) is an Investment Advisor Representative working at 21 West Wealth Management LLC in Tustin, CA and has over 13 years of experience in the finance industry. Sara 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 21 West Wealth Management | Irvine, CA | Jul 2020 - Current | 3 |
| Bny Mellon Wealth Management | Newport Beach, CA | May 2016 - Jul 2020 | 4 |
| Jpmorgan Securities LLC | Tustin, CA | May 2014 - May 2016 | 2 |
| Axa Advisors, Llc/burnham Gibson Financial | Irvine, CA | Nov 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
- CA
- TX
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts73ACCOUNTS
-
Average Account Value$1,319,283
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TX
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