Investors potentially experienced sales practice violations by securities broker Anna-Marie Ocampo Lovell (also known as Anna-Marie Ocampo Agana) [CRD: 5498414, La Jolla, California], based on disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. It appears that Lovell worked for Infinity Financial Services from March 22, 2019, and for Infinity Financial Services Advisory from April 27, 2020. Read below to discover more about the disclosures involving this financial professional.
Infinity Financial Services Investor Accused Lovell Of Unsuitable Recommendations
Particularly, on June 6, 2025, an Infinity Financial Services client filed FINRA Arbitration No. 25-01108 about Anna-Marie Lovell. Primarily, the client alleged that Lovell made unsuitable recommendations, misrepresented facts, and omitted information. Because of this, the client allegedly incurred damages connected to corporate bonds. Therefore, the client requested $40,000 in compensation from Infinity Financial Services or Lovell. It appears that this arbitration is awaiting a resolution.
Anna-Marie Lovell Disclosed Misrepresentation Allegations By Infinity Financial Services Client
Notably, a client of Infinity Financial Services contested Anna-Marie Lovell’s sales practices by filing FINRA Arbitration No. 25-01107 on June 5, 2025. Allegedly, Lovell made misrepresentations, failed to conduct due diligence, breached her fiduciary duty, overconcentrated investments, and made unsuitable recommendations. It appears that Lovell allegedly caused the client to sustain damages relating to corporate bonds. Consequently, the client seeks $50,000 from Infinity Financial Services or Lovell in this ongoing matter.
Infinity Financial Services Investor Accused Lovell Of Misrepresentation
Also, an Infinity Financial Services client filed FINRA Arbitration No. 24-00660 about Anna-Marie Lovell. Mainly, the client alleged that Lovell misrepresented risks, failed to disclose information, and provided inadequate service. For this reason, the client allegedly experienced damages linked to asset-backed bonds, corporate bonds, and non-traded debt products. As a result, on July 10, 2024, Infinity Financial Services settled this matter by paying the client $20,000 in damages.
Were You Impacted By Financial Advisor / Securities Broker Anna-Marie Lovell?
Do you have concerns or questions regarding investments you made with Anna-Marie Lovell? You can contact Soreide Law Group online or at (888) 760-6552 and talk with a securities attorney about a potential recovery of your investment losses. Soreide Law Group has recovered losses for investors throughout the US. Also, the firm works on a contingency fee basis and advances all costs. Lovell and brokerage firms Lovell worked for deny accusations of sales practice violations.
