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).
Total Assets Under Management137MILLION
Total Number of Accounts99ACCOUNTS
Average Account Value$1,381,673
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.