David G. Loveland

LOVELAND & BASTIAN FINANCIAL SERVICES GROUP

MT. PLEASANT, SC 29464

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CRD#: 2833903

Professional summary

David Gray Loveland is a registered financial advisor currently at LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC located in Mt. Pleasant, South Carolina.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. David has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Gray Loveland's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 23, 2005 - Present

LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC

Office #1: 220 Church Street, Suite 101, Mt. Pleasant, SC 29464

RIA

CRD#: 135255

MT. PLEASANT, SC

Past

July 11, 2002 - June 13, 2005

ANDREW GARRETT INC.

CRD#: 29931

NEW YORK, NY

Past

January 8, 1997 - July 19, 2002

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(5/23/2005)

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Exams

State Security Law Exam

IAR

Series 65

Date: 2/11/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/10/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/7/1997

General Securities Representative Examination

Current Firm

LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC

CRD#: 135255 / SEC#:

South Carolina

Registered Investment Advisory firm - (5/11/2005 Approved)

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Contact information

Main Address

220 Church Street Suite 101b, Mt. Pleasant, SC 29464

Mailing Address

Phone number

(843) 884-3002

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	155
AUM (Assets Under Management)	$ 65,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David G. Loveland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Gray Loveland's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC

ANDREW GARRETT INC.

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/1997

Series 63

Date: 1/10/1997

Series 7

Date: 1/7/1997

Current Firm

LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC

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