Rebecca Lovan
Rebecca Lovan is a registered investment advisor at Raymond James & Associates, INC., based in Louisville, KY, with 27 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
4969 Us Hwy 42, Suite 1600, Louisville, KY, 40222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca is a co-owner of a rental real estate property in Florida since 2022. She dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Arm Securities CorporationBroker
State Registrations34 states
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