John Loveday, financial advisor Columbus OH

John Loveday

CRD Number: 6792527
Current Firm: Tsg Advice Partners, LLC

John Loveday (CRD# 6792527) is an Investment Advisor Representative working at Tsg Advice Partners, LLC in Columbus, OH and has 1 year of experience in the finance industry. John Loveday has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tsg Advice Partners, LLC Columbus, OH Nov 2020 - Current < 1
Collaborative Financial Partners LLC Columbus, OH Apr 2019 - Current 2
Mccarthy And Cox Retirement And Estate Specialist LLC Marysville, OH Jun 2018 - Apr 2019 < 1
Mount Vernon Nazarene University - Student Financial Services Mount Vernon, OH Aug 2015 - May 2018 2
Wilging, Roush & Parsons Cpas Mount Vernon, OH Feb 2018 - Apr 2018 < 1
Horizon Financial Solutions Hurricane, WV May 2017 - Aug 2017 < 1
Edgewood Summit Charleston, WV Sep 2013 - Aug 2016 2
Deli Fresh Charleston, WV May 2015 - Aug 2015 < 1
Kiddie College Day Care South Charleston, WV May 2015 - Aug 2015 < 1
South Charleston High School South Charleston, WV Aug 2010 - May 2014 3
Chick-fil-a Charleston, WV Jul 2012 - May 2013 < 1

John Loveday has no recent exams reported.
Contact Info for John B. Loveday
Phone Number: (614) 697-2750
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    373
    MILLIONS
  • Total Number of Accounts
    2,258
    ACCOUNTS
  • Average Account Value
    $165,294
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, IN, MA, MD, NC, NY, OH, TX, VA

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