About My Practice
I was named for my grandfather, and my business name, Forsyth Heritage, honors his memory. My grandfather created a successful company in Ontario that allowed my family to live very well. While growing up, I watched his heirs make many easily avoidable business blunders, ruining his legacy, so now I am dedicated to helping other people preserve their own family's legacy, "Because without heritage every generation must start over."
I host a weekly radio show about investing called The Good Life Made Better on KDOW at 1220 AM on the Wall Street Business Network.
My dad worked in the same industry as I do. As a child, he took me to meet "clients". I didn't know what a "client" was, but these were all courteous people who treated my dad and me with graciousness. That attitude regarding clients has informed my development as a financial advisor.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 31, 63
Life insurance: CA, Health/disability insurance: CA, Fixed annuities: CA, Variable annuities: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU, AEP, AIF, CRPC, RHU
Stephen F. Lovell is a Branch Manager with and securities offered through LPL Financial, Member FINRA/SIPC.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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