John R. Lovett
Professional summary
John Robert Lovett JR, who also goes by John Lovett, is a registered financial advisor currently at TRINITY NECHES located in Shepherd, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 12 firms and has passed the Series 65, Series 63, Series 31, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Lovett JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 15, 2016 - Present
TRINITY NECHES
September 25, 2013 - July 1, 2016
ASCENSION CAPITAL ADVISORS, INC.
November 28, 2012 - December 31, 2013
SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC
January 2, 2009 - September 4, 2012
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
February 20, 2001 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
February 20, 2001 - September 4, 2012
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 25, 2001 - March 15, 2001
RUSHMORE SECURITIES CORPORATION
July 30, 1998 - March 15, 2001
NORTHSTAR SECURITIES, INC.
October 3, 1995 - December 21, 1998
DOMINION CAPITAL CORPORATION
June 21, 1995 - October 27, 1995
T.L. GROUP, INC.
April 5, 1995 - October 23, 1995
T.L. SMITH SECURITIES
August 13, 1994 - February 24, 1995
DICKINSON & CO.
February 8, 1994 - August 16, 1994
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/15/2016)
Exams
Current Firm
TRINITY NECHES
CRD#: 282631 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 183 |
| AUM (Assets Under Management) | $ 109,394,977 |
Red Flags
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