Phillip LovegroveCRD Number: 4610604
Current Firm: The Huntington Investment Company
Phillip Lovegrove (CRD# 4610604) is an Investment Advisor Representative working at The Huntington Investment Company in Worthington, OH and has over 9 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|The Huntington Investment Company||Columbus, OH||Jul 2009 - Current||7|
|Fifth Third Securities||Columbus, OH||Apr 2005 - Jul 2009||4|
|Fifth Third Bank||Columbus, OH||Feb 2005 - Jan 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management734MILLIONS
Total Number of Accounts7,522ACCOUNTS
Average Account Value$97,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV