Lovett Investment Consulting LLC

Lovett Investment Consulting LLC (CRD# 143178) is a financial advisory firm headquartered in , . They manage $136,785,651 in 99 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Lovett Investment Consulting LLC
Showing 1 - 1 of 1 top financial advisors.
Daniel C. Lovett
CRD#: 5287186
Steamboat Springs, CO

Daniel Lovett (CRD# 5287186) is an Investment Advisor Representative working at Lovett Investment Consulting LLC in Steamboat Springs, CO and has 1 year of experience in the finance industry. Daniel Lovett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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