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.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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 |
- CA
- MA
- NY
- RI
- TN
- TX
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts340ACCOUNTS
-
Average Account Value$109,242
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, MA, NY, RI, TN, TX
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