Lori Powell has been President of Elevage Partners since January 2021, is a control person of the firm and directly owns under 5% of it. Lori Powell holds a Bachelor's degree in Political Science from the University of Washington and a Master's degree in Professional Coaching from Middlesex University.
Elevage Partners, LLC is a Reno, NV firm with $155M under management, 368 clients and 5 advisers across 7 offices, as of its March 2026 filing.
Lori Powell is President of Elevage Partners. Before becoming President in 2021, Powell served in a variety of leadership roles with mutual fund and insurance companies across the country. Powell is in the research phase of a doctoral program on the needs of women, specifically widows, as consumers of financial services.
Lori Powell’s longest registration is the current one, 5 years at Elevage Partners since 2021. Before joining Elevage Partners in 2021, Lori Powell was registered through Nationwide Investment Advisors, LLC and Nationwide Securities, LLC.
- Nationwide Investment Advisors, LLC– · 4 yearsColumbus, OH · Adviser representative · Firm CRD 142373
- Nationwide Securities, LLC– · 3 yearsColumbus, OH · Adviser representative · Firm CRD 11173
- Valic Financial Advisors, Inc.– · under a yearHouston, TX · Adviser representative · Firm CRD 42803
- Security Global Investors– · under a yearNapa, CA · Adviser representative · Firm CRD 105477
Professional designations
Listed by Elevage Partners
- Certified Master Business Coach™
Investment adviser representative registrations
Lori Powell is registered as an investment adviser representative in California, since July 2021.
- CaliforniaSince 30 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 2 January 2023 |
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 March 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 April 1988 |
| Series 7 | General Securities Representative Examination | 20 February 1988 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lori Darlene Powell
- CRD
- 1620919
- Firm
- Elevage Partners · CRD 158386
- Role
- President
- Office
- Reno, NV
- Registration
- Investment adviser registration
- In the industry since
- April 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevagepartners.com
Where does Lori Powell work?
Lori Powell has been President of Elevage Partners, LLC since January 2021, and is a control person of the firm.
Is Lori Powell a financial advisor?
Yes. Lori Powell has a current investment-adviser registration in California, through Elevage Partners since July 2021.
How many years of experience does Lori Powell have?
Lori Powell has 34 years in the financial industry, since April 1992, across 5 adviser firms.
What exams has Lori Powell passed?
Lori Powell has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and Series 7TO. The earliest, the Series 7, was passed in February 1988. FINRA credited Lori Powell with the SIE, which began in October 2018.
Where did Lori Powell work before Elevage Partners?
Before Elevage Partners, Lori Powell was registered through Nationwide Investment Advisors, LLC, March 2016 to January 2021; Nationwide Securities, LLC, September 2012 to March 2016; Valic Financial Advisors, Inc., April 2010 to January 2011; Security Global Investors, March 2009 to May 2009.
Where is Lori Powell based?
Lori Powell’s registered office is in Reno, NV.
Is Lori Powell registered with FINRA?
No. Lori Powell has no current broker registration.
How can I verify Lori Powell’s record?
Search CRD 1620919 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lori Powell’s full registration record.