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Anna-Marie Ocampo Lovell

17 Years of Experience
3 DisclosuresBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
667 clients
Average Client Portfolio
$225K average
Assets Under Management
$150.1M

Fee Structure

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Location

212 9th Street, Suite 202, Oakland, CA, 94607

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History

Regulatory History (3)
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Customer Dispute
June 2025
Pending
Customer Dispute
June 2025
Pending
Customer Dispute
March 2024
Settled
Other Business ActivitiesSells Insurance

Anna-Marie is an independent contractor and insurance agent since 2008, dedicating about 10-20% of her time to selling fixed annuities, equity index annuities, and fixed life insurance, as well as servicing clients. She also holds roles as an investor in Velur Enterprises Inc and an Advanced Planning Lead at Collective VFO, and uses Lovell Wealth Management as a marketing name.

Employment History
Current Registrations
Infinity Financial Services Advisory
April 2020 - Present · 5 yrs 10 mos
Infinity Financial ServicesBroker
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Infinity Financial Services
March 2019 - December 2020 · 1 yr 9 mos
Fsc Securities Corporation
February 2013 - March 2019 · 6 yrs 1 mo
Fsc Securities CorporationBroker
February 2013 - March 2019 · 6 yrs 1 mo
National Planning Corporation ("npc of America" in Fl & Ny)
June 2012 - February 2013 · 8 mos
National Planning CorporationBroker
March 2008 - February 2013 · 4 yrs 11 mos
State Registrations10 states
CACTFLHIMAMDNCORVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anna-marie Ocampo Lovell - Financial Advisor | TrueAdvisor