William LovettCRD 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 6 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Eagle Strategies LLC||Orlando, FL||Mar 2011 - Current||6|
|Nylife Securities Inc.||Orlando, FL||May 1989 - Current||28|
|New York Life||Orlando, FL||Dec 1973 - Current||43|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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