Richard Loveiii
CRD Number: 7322724Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Richard Loveiii (CRD# 7322724) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pawleys Island, SC and has 1 year of experience in the finance industry.
CRD# 6180176
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5101922
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1806631
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Charlotte, NC | Mar 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte, NC | Sep 2022 - Current | 1 |
| Nylife Securities LLC | Savannah, GA | Aug 2021 - Jul 2022 | < 1 |
| New York Life Insurance Company | Savannah, GA | May 2021 - Jul 2022 | 1 |
| Ruth's Chris Steakhouse | Savannah, GA | Oct 2020 - Mar 2021 | < 1 |
| Unemployed | Savannah, GA | Jul 2020 - Sep 2020 | < 1 |
| University Of Georgia | Athens, GA | Aug 2018 - Jul 2020 | 1 |
| High Country Outfitters | Athens, GA | Dec 2017 - Aug 2018 | < 1 |
| University Of North Georgia | Watkinsville, GA | Aug 2015 - Jul 2018 | 2 |
| Clarke's Standard | Athens, GA | Jul 2017 - Nov 2017 | < 1 |
| Camp Sea Gull | Arapahoe, NC | May 2014 - Aug 2016 | 2 |
| Chick-fil-a | Atlanta, GA | Nov 2014 - Jan 2016 | 1 |
| Northside United Methodist Church | Atlanta, GA | Nov 2012 - May 2015 | 2 |
| North Atlanta High School | Atlanta, GA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- NC
- SC
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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