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Eric Lovett

8 Years of Experience
Waco, TX
BrokerSells Insurance

Eric Lovett is a registered investment advisor at Cetera Investment Advisers LLC, based in Waco, TX, with 8 years of industry experience. Eric 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

16100 Badger Ranch Blvd, Waco, TX, 76712

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric is an insurance agent selling life, health, annuities, and long-term care insurance with various companies since 2019. He is also a registered representative with Lovett & Associates since 2010, dedicating full-time hours to financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
December 2020 - March 2024 · 3 yrs 3 mos
Questar Capital CorporationBroker
January 2018 - February 2019 · 1 yr 1 mo
State Registrations5 states
FLKSNMTXUT
AdvisorBrokerBoth

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.
Eric Lovett - Financial Advisor | TrueAdvisor