PL
Paul G. Lovejoy
STAKEHOLDER ENTERPRISE
Honolulu, HI
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CRD#: 7477274
PL
Professional summary
Paul Gabriel Lovejoy is a registered financial advisor currently at STAKEHOLDER ENTERPRISE located in Honolulu, Hawaii.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Paul has worked at 1 firm 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.
*Lovejoy's Properties, LLC *Investment Related *1389 Bozeman Dr., South Lake Tahoe, CA 96150 *Investing with an emphasis on real estate that only benefits immediate family members *Asset Manager *Managing Member *11/2002 *4 hours a month *2 hours during trading hours *Management of family assets
CRS (Client Relationship Summary) - RIA
Click below to view Paul Gabriel Lovejoy'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®
NoneExperience
Current
June 6, 2022 - Present
STAKEHOLDER ENTERPRISE
RIA
CRD#: 317736
Honolulu, HI
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(8/14/2024)
IAR
Hawaii(6/6/2022)
Current Firm
SE
STAKEHOLDER ENTERPRISE
STAKEHOLDER ENTERPRISE | VELOCITY OF MONEY, LLC
CRD#: 317736 / SEC#:
California
Registered Investment Advisory firm - (8/14/2024 Approved)Hawaii
Registered Investment Advisory firm - (5/16/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Honolulu, HI
Mailing Address
1003 Bishop Street Suite 2700, Honolulu, HI 96813
Phone number
(808) 427-5711
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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