Stephen Claude forsyth Lovell
Investment adviser representative at Realta Investment Advisors, Inc
24 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$385.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Realta Investment Advisors, Inc.Nov 2023 to now
- Realta Equities, Inc.Nov 2023 to now
- Kingswood Capital Partners, LLCSep 2022 to Nov 2023
- Kingswood Wealth Advisors, LLCSep 2022 to Nov 2023
- Kalos CapitalJan 2019 to Sep 2022
- Kalos ManagementJan 2019 to Sep 2022
- Investacorp IncMar 2017 to Jan 2019
- Investacorp Advisory ServicesMar 2017 to Dec 2018
- LPL Financial LLCOct 2002 to Mar 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Realta Investment Advisors, Inc
$385.4MAssets managed
1,231Clients
57Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2146222
- Firm CRD
- 134952