Loveland & Bastian Financial Services Group, LLC

Loveland & Bastian Financial Services Group, LLC (CRD# 135255) is a financial advisory firm headquartered in , . They manage $12,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $60,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

SC

Financial Advisors at Loveland & Bastian Financial Services Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alan K. Bastian
CRD#: 4312506
220 Church Street, Suite 101, Mount Pleasant, SC 29464
93
Wealthminder
score

Alan Bastian (CRD# 4312506) is an Investment Advisor Representative working at Loveland & Bastian Financial Services Group, LLC in Mount Pleasant, SC and has over 16 years of experience in the finance industry.

2
David G. Loveland
CRD#: 2833903
220 Church Street, Suite 101, Mount Pleasant, SC 29464
83
Wealthminder
score

David Loveland (CRD# 2833903) is an Investment Advisor Representative working at Loveland & Bastian Financial Services Group, LLC in Mount Pleasant, SC and has over 20 years of experience in the finance industry.

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