Kendall Lovett, financial advisor Waco TX
93 score

Kendall Lovett

CRD Number: 1378239
Current Firm: Cetera Advisors LLC

Kendall Lovett (CRD# 1378239) is an Investment Advisor Representative working at Cetera Advisors LLC in Waco, TX and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Jan 2013 - Current 3
Lovett & Associates Waco, TX Jun 1983 - Current 33
Multi-financial Securities Corporation Denver, CO Mar 2011 - Dec 2012 1
Sii Investments Waco, TX Sep 2008 - Mar 2011 2
Multi Financial Waco, TX Jul 2007 - Sep 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Kendall C. Lovett
Phone Number: 800-929-3485
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
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
93
Clean Record
This advisor has a clean track record with regulators.

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