Michael A. Lovell
Professional Summary
Michael A. Lovell, who also goes by Michael Anthony Lovell, Michael Anthony-beale Lovell, Michael A Lovell, Michael Lovell, Mike Lovell, is a registered financial advisor currently at MDRN CAPITAL located in Rockford, Michigan. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Anthony Lovell, Michael Anthony-Beale Lovell, Michael A Lovell, Michael Lovell, Mike Lovell
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MDRN CAPITAL | MDRN CAPITAL, LLC
Contact Information
Main Address
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401Phone Number
(410) 533-9966# of Employees
36SEC notice filing (34 States and Territories)
Registered to provide investment advisory services in 34 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,977AUM (Assets Under Management)
$338,630,429Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
MDRN CAPITAL | MDRN CAPITAL, LLC
State Registrations and Notice Filings
(9/16/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2014About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael A. Lovell's CRS (Customer Relationship Summary).
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