Ryan Lovett
Ryan Lovett is a CFP-designated registered investment advisor at Ashton Thomas Securities, LLC, based in Scottsdale, AZ, with 15 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,282 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Maximum annual advisory fees vary by program: FB1 up to 1.50%, FB2 up to 1.25%, FB3 up to 1.00%, Managed ETF up to 1.50%, Morningstar Portfolios up to 1.50%, and AS8/AS9/Non-wrap/Wrap programs up to 2.99%. Fees are negotiable.
Fee Estimator
Location
8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan works as a wealth advisor for Ashton Thomas Private Wealth LLC, dedicating nearly full-time hours to this role. He is also an insurance agent with Ashton Thomas Insurance Agency, spending minimal time on this. Ryan is also a 50% owner of Kelli's Kupcakes, LLC, and an owner of RK3 Capital, LLC, spending minimal time on each.
Employment History
Current Registrations
Ashton Thomas Securities, LLCBroker
Ashton Thomas Private Wealth
Previous Registrations
M. S. Howells & CO.Broker
Peachcap Securities, INC.Broker
Accelerated Capital GroupBroker
Meridian United Capital, LLCBroker
State Registrations9 states
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
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