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Patrick Lovell

Wells Fargo Advisors
31 Years of Experience
Atlanta, GA
1 DisclosureBroker
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Patrick Lovell is a registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 31 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

2000 Riveredge Parkway, Suite 740, Atlanta, GA, 30328

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Patrick has 100% ownership of Ramsey Capital, LLC and 33% ownership of 1792 Capital Partners, LLC, both investment-related. He spends about a quarter of his time on each of these activities.

Employment History
Current Registrations
Wells Fargo Advisors
June 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2007 - June 2023 · 15 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
December 2007 - June 2023 · 15 yrs 6 mos
UBS Financial Services INC.
January 2003 - December 2007 · 4 yrs 11 mos
UBS Financial Services INC.Broker
August 2001 - December 2007 · 6 yrs 4 mos
Morgan Stanley Dw INC.Broker
February 1996 - August 2001 · 5 yrs 6 mos
Smith Barney INC.Broker
February 1995 - January 1996 · 11 mos
State Registrations8 states
FLGAMIMSOHSCTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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