Joshua L. Loveall

KB FINANCIAL ADVISORS LLC

COLUMBIA, TN

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CRD#: 5758713

Professional summary

Joshua Landon Loveall, CFP® is a registered financial advisor currently at KB FINANCIAL ADVISORS LLC located in Columbia, Tennessee.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Joshua has worked at 2 firms and has passed the Series 65 exam.

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 Joshua Landon Loveall'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®

CFP^®

Certified Financial Planner

Experience

Current

July 17, 2014 - Present

KB FINANCIAL ADVISORS LLC

RIA

CRD#: 134374

COLUMBIA, TN

Past

March 22, 2010 - December 23, 2015

CUMBERLAND WEALTH PLANNERS LLC

RIA

CRD#: 152745

SPRING HILL, TN

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

California
(7/17/2014)

IAR

New York
(4/20/2021)

IAR

Tennessee
(12/17/2014)

IAR

Texas
(10/3/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/17/2010

Uniform Investment Adviser Law Examination

Current Firm

KB FINANCIAL ADVISORS LLC

KB FINANCIAL ADVISORS LLC | KLEINMAN, JACKIE LYNN | KB FINANCIAL ADVISORY

CRD#: 134374 / SEC#:

California

Registered Investment Advisory firm - (2/26/2002 Approved)

New York

Registered Investment Advisory firm - (4/4/2019 Approved)

Tennessee

Registered Investment Advisory firm - (12/16/2014 Approved)

Texas

Registered Investment Advisory firm - (9/29/2017 Conditional Restricted)

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Contact information

Main Address

595 Market Street Suite 1023, San Francisco, CA 94105

Mailing Address

Phone number

(415) 905-5449

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	339
AUM (Assets Under Management)	$ 98,000,000

Red Flags

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

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Joshua L. Loveall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Landon Loveall's CRS (Customer Relationship Summary).

Certified licenses

Experience

KB FINANCIAL ADVISORS LLC

CUMBERLAND WEALTH PLANNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2010

Current Firm

KB FINANCIAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KB FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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