Steven Loveless (CRD# 6756120) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 6 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Ironside Strategies | Frankfort, IN | Mar 2023 - Current | 1 |
United Advisor Group | Cincinnati, OH | Mar 2022 - Current | 2 |
Empire Capital | Frankfort, IN | Jun 2018 - Current | 5 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2018 - Apr 2023 | 4 |
Cambridge Investment Research Inc. | Fairfield, IA | Oct 2018 - Apr 2023 | 4 |
Sii | Carmel, IN | Feb 2017 - Jul 2018 | 1 |
Marketshare Financial | Indianapolis, IN | Feb 2017 - Jun 2018 | 1 |
Protiviti | Indianapolis, IN | Mar 2013 - Feb 2017 | 3 |
Bellarmine University | Louisville, KY | Aug 2009 - Aug 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- IN
-
Total Assets Under Management579MILLIONS
-
Total Number of Accounts5,955ACCOUNTS
-
Average Account Value$97,191
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, HI, ID, IL, IN, KY, MD, MI, MN, MO, NC, OH, SC, TN, TX
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