Daniel Lovett (CRD# 5287186) is an Investment Advisor Representative working at Lovett Investment Consulting LLC in Steamboat Springs, CO and has 1 year of experience in the finance industry. Daniel Lovett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3072512
State Farm Investment Management Corp.
CRD# 4549890
Raymond James Financial Services Advisors, Inc.
CRD# 6383654
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lovett Investment Consulting LLC | Steamboat Springs, CO | Apr 2007 - Current | 17 |
| Daniel Clay Lovett Cpa - Sole Proprietorship | Steamboat Springs, CO | Sep 1998 - Current | 25 |
- CO
-
Total Assets Under Management181MILLIONS
-
Total Number of Accounts136ACCOUNTS
-
Average Account Value$1,332,692
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, MD, UT
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