John Lovett, financial advisor Shepherd TX

John Lovett

CRD Number: 2402319
Current Firm: Trinity Neches

John Lovett (CRD# 2402319) is an Investment Advisor Representative working at Trinity Neches in Shepherd, TX and has over 30 years of experience in the finance industry.

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Securities America Advisors, Inc.
Company Name Location Dates Years
Trinity Neches Sugar Land, TX Aug 2016 - Current 7
Ascension Capital Advisors, Inc. Houston, TX Aug 2013 - Jun 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Nov 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John R. Lovett
Phone Number: 713-248-8129
Registered State(s):
  • TX
Current Firm Details
Trinity Neches
Firm's CRD Number: 282631
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $501,253
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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