Willis Lovell
Willis Lovell is a registered investment advisor at Raymond James & Associates, INC., based in New Orleans, LA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
909 Poydras Street; Suite 1300, First Bank & Trust Tower, New Orleans, LA, 70112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Willis is a partner in Filet and Release LLC, where he cleans and catches fish and pays property taxes, dedicating minimal time. He is also a partner in Flat Calm, LLC, a family-owned vacation home, spending a few hours per week on this venture.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
State Registrations21 states
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