Kendall Lovett
Kendall Lovett is a registered investment advisor at Cetera Investment Advisers LLC, based in Waco, TX, with 30 years of industry experience. Kendall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
16100 Badger Ranch Blvd, Waco, TX, 76712
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kendall is an insurance agent selling life, health, annuities, and long-term care insurance since 2019. Kendall is also the owner of Lovett & Associates, a financial services business, dedicating full-time hours to this endeavor.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Questar Capital CorporationBroker
Questar Asset Management, INC.
Cetera Advisors LLC
Cetera Advisors LLCBroker
Sii Investments, INC.Broker
Sii Investments, INC.
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.