David Loveland

Loveland & Bastian Financial Services Group, LLC

20 Years of Experience

Mt. Pleasant, SC

1 Disclosure

David Loveland is a registered investment advisor at Loveland & Bastian Financial Services Group, LLC, based in Mt. Pleasant, SC, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 155 clients with $65M in assets under management.

Loveland & Bastian Financial Services Group, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

3 advisors

Number of Clients

155 clients

Average Client Portfolio

$419K average

Assets Under Management

$65.0M

Fee Structure

Investment management only (planning not offered)

Loveland & Bastian charges an annual asset management fee based on the total value of your account. This fee is billed quarterly, in advance. Trading costs are charged separately. In some cases, clients may agree to a performance-based fee.

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Location

220 Church Street, Suite 101, Mt. Pleasant, SC, 29464

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2000

Settled

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Employment History

Current Registrations

Loveland & Bastian Financial Services Group, LLC

May 2005 - Present · 21 yrs

State Registrations1 state

Advisor

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.

Exams

No exam information available for this advisor.

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