William Loveless, financial advisor Durham NC
90 score

William Loveless

CRD Number: 6101144
Current Firm: Morgan Stanley

William Loveless (CRD# 6101144) is an Investment Advisor Representative working at Morgan Stanley in Durham, NC and has over 4 years of experience in the finance industry.

Similar Advisors
Marc Becker, financial advisor Durham NC
Marc S. Becker
CRD# 4247479
Wiser Financial Coaching, LLC
Score
102
Similar Advisors
Nicholas Pino, financial advisor Durham NC
Nicholas J. Pino
CRD# 4741498
Signator Investors, Inc.
Score
100
Similar Advisors
Ryan Thomsen, financial advisor Durham NC
Ryan Thomsen
CRD# 5438732
Oak City Consulting, LLC
Score
100
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Nov 2015 - Current 1
Wells Fargo Advisors, LLC Raleigh, NC May 2014 - Nov 2015 1
Edward Jones St Louis, MO Aug 2012 - May 2014 1
Extended Travel Winston Salem, NC May 2012 - Aug 2012 < 1
Bb&t Raleigh, NC Mar 2011 - May 2012 1
Southern Tide Clothing Company Raleigh, NC Dec 2010 - May 2012 1
North Carolina State University Raleigh, NC Aug 2008 - May 2012 3
Mattress Firm Raleigh, NC May 2010 - Nov 2010 < 1
City Of Raleigh Raleigh, NC Jan 2009 - Apr 2009 < 1
City Of Winston Salem Winston Salem, NC May 2008 - Aug 2008 < 1
Mount Tabor High School Winston Salem, NC Aug 2004 - May 2008 3
City Of Winston Salem Winston Salem, NC May 2005 - Aug 2007 2
Lawn Service Winston Salem, NC Apr 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for William S. Loveless
Phone Number: 914-225-5510
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.