SL
CFP · ChFC
SL
CFP · ChFC
Stephen Lovell
29 Years of Experience
Wilmington, DE
1 DisclosureBrokerSells Insurance
Stephen Lovell is a CFP, ChFC-designated registered investment advisor, based in Wilmington, DE, with 29 years of industry experience.
Location
1201 N. Orange Street, Suite 729, Wilmington, DE, 19801
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2002Denied
Other Business ActivitiesSells Insurance
Stephen operates Lovell Wealth Management and is an Investment Advisor Representative with Realta Investment Advisors, Inc., dedicating full-time hours to these activities. He also consults with Tarkenton Financial concerning FIA and life insurance business for a few hours per week and is involved in other organizations, including ADISA and Provisors.
Employment History
Current Registrations
Realta Equities, INC.
November 2023 - Present · 2 yrs 6 mos
Realta Investment Advisors, INC
November 2023 - Present · 2 yrs 6 mos
Realta Equities, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Kingswood Wealth Advisors, LLC
September 2022 - February 2024 · 1 yr 5 mos
Kingswood Capital Partners, LLCBroker
September 2022 - October 2023 · 1 yr 1 mo
Kalos Management
January 2019 - September 2022 · 3 yrs 8 mos
Kalos Capital, INC.Broker
January 2019 - September 2022 · 3 yrs 8 mos
Investacorp Advisory Services INC
April 2017 - February 2019 · 1 yr 10 mos
Investacorp, INC.Broker
March 2017 - February 2019 · 1 yr 11 mos
LPL Financial LLCBroker
October 2003 - March 2017 · 13 yrs 5 mos
LPL Financial LLC
October 2003 - March 2017 · 13 yrs 5 mos
Linsco/private Ledger CORP.
October 2002 - September 2003 · 11 mos
Linsco/private Ledger CORP.Broker
October 2002 - September 2003 · 11 mos
Lincoln Financial Advisors Corporation
May 2002 - October 2002 · 5 mos
The Lincoln National Life Insurance CompanyBroker
April 2002 - October 2002 · 6 mos
Lincoln Financial Advisors CorporationBroker
April 2002 - October 2002 · 6 mos
American Express Financial Advisors, INC.
December 1997 - April 2002 · 4 yrs 4 mos
American Express Financial Advisors INC.Broker
May 1997 - April 2002 · 4 yrs 11 mos
Ids Life Insurance CompanyBroker
May 1997 - April 2002 · 4 yrs 11 mos
Metlife Securities INC.Broker
June 1991 - November 1991 · 5 mos
Metropolitan Life Insurance CompanyBroker
June 1991 - November 1991 · 5 mos
State Registrations4 states
AZCAMTNV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.