Margaret LovattCRD Number: 5309048
Current Firm: Truist Advisory Services, Inc.
Margaret Lovatt (CRD# 5309048) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 15 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Suntrust Bank||Atlanta, GA||Aug 2019 - Current||3|
|Suntrust Advisory Services||Atlanta, GA||Aug 2019 - Current||3|
|Goldman Sachs||Atlanta, GA||Jul 2016 - Jun 2019||2|
|Georgia Institute Of Technology Scheller College Of Business||Atlanta, GA||Aug 2014 - May 2016||1|
|Lovatt & Rushing, Inc.||Roswell, GA||Jun 2012 - Aug 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S66||NASAA Uniform Combined State Law Examination||Sep 2016|
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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