Ryan
Lovett

Ashton Thomas Private Wealth

CRD#5833425
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Ryan Lovett is a financial advisor operating out of Scottsdale, Arizona, who has 10 years of relevant experience. Lovett is an employee of Ashton Thomas Private Wealth. Their career trajectory has included roles at Gentry Wealth Management, Accelerated Capital Group, Ashton Thomas Private Wealth LLC, Peachcap and M.S. Howells & Co. Lovett maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, California, Colorado, Michigan and Texas. Ashton Thomas Private Wealth is a firm operating out of Scottsdale, AZ. The company has offices in 16 locations and a total of 48 financial advisors. It administers $2 billion in assets under management among its 4,533 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 4,533 customer accounts, 27% belong to high-net-worth individuals who have at least $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management depend on the services. Fee types charged by Ashton Thomas Private Wealth likely are comprised of any blend of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

15279 N Scottsdale Road Suite B2-215
Scottsdale, AZ 85254

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,003,187,684

AZ Average: $1,555,372,352
Total Number of Employees

48

AZ Average: 37
Total Number of Accounts

4,533

AZ Average: 1,370
Average Account Size

$441,912

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Ryan Lovett Work History

Ryan has been registered as a financial advisor for 10 years.*

2018 - Present (6 years)

M.S. Howells & Co

2017 - 2018 (1 year)

Peachcap

2013 - 2018 (5 years)

Ashton Thomas Private Wealth LLC

2012 - 2016 (4 years)

Accelerated Capital Group

2010 - 2016 (6 years)

Gentry Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Lovett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ashton Thomas Private Wealth

Christina Cicon
Helena, MT
Richard Garber
Saint Helena, CA
Wills Marcello
Scottsdale, AZ
Rebecca Dammann
Bozeman, MT
Jason Buchanan
Scottsdale, AZ
April Horace
Denver, CO
William Cerynik
Scottsdale, AZ
Brandon Kahoun
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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