Timothy Loving (CRD# 1720544) is an Investment Advisor Representative working at Cg Advisory Services in Galesburg, IL and has over 36 years of experience in the finance industry.
CRD# 2414650
Lpl Financial LLC
CRD# 2505445
Thrivent Investment Management Inc.
CRD# 4006061
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cg Advisory Services | Galesburg, IL | Oct 2022 - Current | 1 |
| Preservation Wealth Management | Galesburg, IL | Sep 1987 - Current | 36 |
| Kure Advisory | Charlotte, NC | May 2021 - Oct 2022 | 1 |
| Truadvice, LLC | Sarasota, FL | Sep 2019 - Jul 2021 | 1 |
| Capital Asset Advisory Services, LLC | Galesburg, IL | May 2012 - Dec 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- IL
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Total Assets Under Management3,215MILLIONS
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Total Number of Accounts17,241ACCOUNTS
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Average Account Value$186,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, VT, WA, WI, WV, WY
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