Holly Lovell, financial advisor Tyler TX
90 score

Holly Lovell

CRD Number: 6115297
Current Firm: Kestra Advisory Services, LLC

Holly Lovell (CRD# 6115297) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tyler, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Tyler, TX Apr 2017 - Current 1
Lpl Financial, LLC Tyler, TX Aug 2015 - Apr 2017 1
Edward Jones St Louis, MO Jan 2013 - Aug 2015 2
Rusk Independent School District Rusk, TX Sep 2009 - Jan 2013 3
Cusihng Independent School District Cushing, TX Jun 2009 - Sep 2009 < 1
Axley & Rode Lufkin, TX Aug 2008 - Jun 2009 < 1
Acker & Company Tyler, TX May 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Holly E. Lovell
Phone Number: 7374437101
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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