Marie Lovett, financial advisor Bristol RI

Marie Lovett

CRD Number: 5702586
Current Firm: Experience Your Wealth, LLC

Marie Lovett (CRD# 5702586) is an Investment Advisor Representative working at Experience Your Wealth, LLC in Bristol, RI and has over 5 years of experience in the finance industry. Marie Lovett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Michael Aaronson, financial advisor Bristol RI
Michael D. Aaronson
CRD# 4318531
Integrated Wealth Concepts LLC
Similar Advisors
Rebecca Abbatamarco-Boisclair, financial advisor Bristol RI
Rebecca J. Abbatamarco-Boisclair
CRD# 4030542
Ameriprise Financial Services, LLC
Similar Advisors
Christopher Abbate, financial advisor Bristol RI
Christopher M. Abbate
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Experience Your Wealth, LLC Bristol, RI Sep 2021 - Current 2
The Trust Company Of Tennessee Knoxville, TN Sep 2019 - Sep 2021 2
Tennessee Valley Asset Management Partners, LLC Knoxville, TN Aug 2017 - Aug 2021 4
Pilot Knoxville, TN Mar 2015 - May 2017 2
Leconte Wealth Management Maryville, TN Apr 2014 - Mar 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2019
Contact Info for Marie N. Lovett
Phone Number: (401) 227-7881
Registered State(s):
  • CA
  • MA
  • NY
  • RI
  • TN
  • TX
Current Firm Details
Experience Your Wealth, LLC
Firm's CRD Number: 305991
By the Numbers
  • Total Assets Under Management
    37
    MILLIONS
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $109,242
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, MA, NY, RI, TN, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.