Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Lovingood is a financial advisor with over 8 years of experience in the industry. Brad is registered to provide investment advice in the District of Columbia, Maryland and Virginia. Brad is associated with J.P. Morgan Securities LLC and their office in Charlottesville, Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
VA
06/07/2023 - Present
J.p. Morgan Securities LLC (Charlottesville VA)
VA
03/27/2015 - 05/31/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTESVILLE VA)
IA
Issued 04/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brad Lovingood is the right advisor for you? Invested Better is here to help.
