Michael Lovecchio, financial advisor Wayne PA
95 score

Michael Lovecchio

CRD Number: 6036189
Current Firm: Wfg Advisors, LP
Compensation Model: Both
Michael Lovecchio (CRD# 6036189) is an Investment Advisor Representative working at Wfg Advisors, LP in Wayne, PA and has over 4 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Renaissance Investment Consulatns Holding Company Wayne, PA Sep 2014 - Current 2
Wfg Investments Inc. Wayne, PA Dec 2012 - Current 4
Axa Advisors LLC New York, NY Apr 2012 - Nov 2012 < 1
Ascensus, Inc. Dresher, PA Feb 2011 - May 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Michael D. Lovecchio
By the Numbers
  • Total Assets Under Management
    1,466
    MILLIONS
  • Total Number of Accounts
    9,918
    ACCOUNTS
  • Average Account Value
    $147,783
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
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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