Randall Loving (CRD# 7551797) is an Investment Advisor Representative working at F/m Investments LLC in Washington, DC and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| F/m Acceleration LLC | Washington, DC | Aug 2019 - Current | 4 |
| Unemployed | Mechanicsville, VA | Jul 2018 - Aug 2019 | 1 |
| Wgl | Washington, DC | Sep 2017 - Jun 2018 | < 1 |
| Unemployed | Mechanicsville, VA | Jun 2017 - Aug 2017 | < 1 |
| James Madison University | Harrisonburg, VA | Sep 2015 - May 2017 | 1 |
| Douglas Aquatics | Richmond, VA | Jun 2015 - Sep 2015 | < 1 |
| James Madison University | Harrisonburg, VA | Sep 2014 - May 2015 | < 1 |
| Douglas Aquatics | Richmond, VA | Jun 2014 - Sep 2014 | < 1 |
| Ihop | Richmond, VA | Jun 2014 - Sep 2014 | < 1 |
| St. Andrews University | Laurinburg, NC | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- DC
-
Total Assets Under Management12,845MILLIONS
-
Total Number of Accounts3,530ACCOUNTS
-
Average Account Value$3,638,888
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.