Mcclain Lovejoy Financial Planning, LLC

Mcclain Lovejoy Financial Planning, LLC (CRD# 166221) is a financial advisory firm headquartered in Birmingham, AL. They manage $48,847,200 in 220 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $222,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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.

AL, GA, TX

Financial Advisors at Mcclain Lovejoy Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John S. Lovejoy
CRD#: 313174
4501 Pine Tree Circle, Suite 150, Birmingham, AL 35243
96
Wealthminder
score

John Lovejoy (CRD# 313174) is an Investment Advisor Representative working at Mcclain Lovejoy Financial Planning, LLC in Birmingham, AL and has over 20 years of experience in the finance industry. John Lovejoy 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.

2
Eric J. McClain
CRD#: 5500918
4501 Pine Tree Circle, Suite 150, Birmingham, AL 35243
90
Wealthminder
score

Eric McClain (CRD# 5500918) is an Investment Advisor Representative working at Mcclain Lovejoy Financial Planning, LLC in Birmingham, AL and has 1 year of experience in the finance industry. Eric McClain 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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