Lorraine Ell, financial advisor Midland MI

Lorraine Ell

CRD Number: 1128365
Current Firm: Better Money Decisions
Compensation Model: Fee Only

Lorraine Ell (CRD# 1128365) is an Investment Advisor Representative and CEO at Better Money Decisions, a Registered Investment Advisory firm (RIA) in Albuquerque, NM and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Better Money Decisions, LLC Albuquerque, NM Oct 2015 - Current 8
Excellat Consulting Albuquerque, NM Oct 2014 - Current 9
University Of Phoenix Albuquerque, NM Jan 2007 - Current 17
Portfolio, LLC Albuquerque, NM Jan 2008 - Oct 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Lorraine F. Ell
Phone Number: 844-507-0961
Registered State(s):
  • AZ
  • MI
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    272
    MILLIONS
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $985,157
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, MA, MI, NH, NM, OH, OR, TX

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