William Lovett, financial advisor Maitland FL
93 score

William Lovett

CRD Number: 1957314
Current Firm: Eagle Strategies LLC

William Lovett (CRD# 1957314) is an Investment Advisor Representative working at Eagle Strategies LLC in Maitland, FL and has over 5 years of experience in the finance industry.

Similar Advisors
Mark Hopler, financial advisor Maitland FL
Mark S. Hopler
CRD# 4564502
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Sandy King, financial advisor Maitland FL
Sandy H. King
CRD# 5992503
Alconbury Trust L.l.c
Score
100
Similar Advisors
Leo Lorenz, financial advisor Maitland FL
Leo C. Lorenz
CRD# 5681502
Edward Jones
Score
100
Company Name Location Dates Years
Eagle Strategies LLC Orlando, FL Mar 2011 - Current 5
Nylife Securities Inc. Orlando, FL May 1989 - Current 27
New York Life Orlando, FL Dec 1973 - Current 43
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for William B. Lovett
Phone Number: (888) 695-3245
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from William Lovett and other advisors.
BADGES
93
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.