Ricardo
Leyva
Elevated Capital Advisors, LLC
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About this Advisor
Ricardo Leyva is a financial advisor based in Draper, Utah, working with Elevated Capital Advisors, LLC. Ricardo has previously held positions at Mutual Of Omaha Investor Services, Mutual Of Omaha, Jones Ford, Goimports, Heritage Blvd, Premier Auto Center, Oneamerica Securities, American United Life, Lucas Retirement Group, and Elevated Capital Advisors, LLC. Ricardo has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona. Currently, Ricardo is part of Elevated Capital Advisors, LLC, which operates out of Draper, Utah. The firm has 10 employees and manages assets totaling $375.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Elevated Capital Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Elevated Capital Advisors, LLC Brokerage Details
$375,281,037
10
2,382
$157,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Ricardo Leyva Work History
Elevated Capital Advisors, LLC
Lucas Retirement Group
Oneamerica Securities
American United Life
Mutual Of Omaha Investor Services
Mutual Of Omaha
Jones Ford
Goimports
Heritage Blvd
Premier Auto Center
Disclosures
Please visit the SEC profile of Ricardo Leyva 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 Elevated Capital Advisors, LLC
Draper, UT
Overland Park, KS
Newnan, GA
Murrieta, CA
Overland Park, KS
Draper, UT
Draper, UT
Overland Park, KS
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