Loveland & Bastian Financial Services Group, LLC

Loveland & Bastian Financial Services Group, LLC (CRD# 135255) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $55,000,000 in 135 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
220 Church Street, Mount Pleasant, SC 29464
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $407,407
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Loveland & Bastian Financial Services Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alan Bastian, financial advisor Mount Pleasant SC
Alan K. Bastian
CRD#: 4312506
220 Church Street, Suite 101, Mount Pleasant, SC 29464

Alan Bastian (CRD# 4312506) is an Investment Advisor Representative working at Loveland & Bastian Financial Services Group, LLC in Mount Pleasant, SC and has over 23 years of experience in the finance industry.

2
David Loveland, financial advisor Mount Pleasant SC
David G. Loveland
CRD#: 2833903
220 Church Street, Suite 101, Mount Pleasant, SC 29464

David Loveland (CRD# 2833903) is an Investment Advisor Representative working at Loveland & Bastian Financial Services Group, LLC in Mount Pleasant, SC and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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