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AL

Anna-marie O. Lovell

YUCAIPA, CA 92399
Some features on this profile are disabled
CRD#: 5498414
AL
Anna-marie Ocampo Lovell

Professional summary

Anna-marie Ocampo Lovell, who also goes by Anna-marie Ocampo Agana, Anna Marie Ocampo Lovell, was a registered financial advisor .

Anna-marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Anna-marie had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Anna-Marie Ocampo Agana | Anna Marie Ocampo Lovell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Anna Marie O. Lovell, Investment related, 4275 Executive Square Suite 200, La Jolla, CA 92037, Independent Contractor; Insurance Agent, 5/2008, 15 hours per month, 5 during trading hours, engaged in selling fixed annuities, equity index annuities, fixed life, and servicing clients. 2. Velur Enteprises Inc, Investment related, 5900 N Sepulveda Blvd Ste 160, Van Nuys CA 91411, Investor, 04/13/2012, 8 hours per year, zero during trading hours. 3. Collective VFO, Not investment related, 34475 Yucaipa Blvd Suite 208, Yucaipa, CA 92399, Advanced Planning Lead and Manager, 05/08/2025, 20 hours per month, zero during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 5, 2026 - Present

Office #1: 34475 Yucaipa Blvd, Suite 208, Yucaipa, CA 92399Office #3: 4275 Executive Square, Ste 200, La Jolla, CA 92037
YUCAIPA, CA
Past

April 27, 2020 - July 31, 2026

INFINITY FINANCIAL SERVICES ADVISORY

RIA
CRD#: 304981
La Jolla, CA
Past

March 25, 2019 - December 31, 2020

INFINITY FINANCIAL SERVICES

RIA
CRD#: 144302
La Jolla, CA
Past

March 22, 2019 - July 31, 2026

INFINITY FINANCIAL SERVICES

BD
CRD#: 144302
La Jolla, CA
Past

February 26, 2013 - March 26, 2019

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
LA JOLLA, CA
Past

February 22, 2013 - March 26, 2019

FSC SECURITIES CORPORATION

BD
CRD#: 7461
LA JOLLA, CA
Past

June 15, 2012 - February 25, 2013

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
SAN DIEGO, CA
Past

March 11, 2008 - February 25, 2013

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/18/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/20/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/29/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/10/2008
Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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