Holly Lovell is a registered investment advisor, based in Jacksonville, TX, with 13 years of industry experience.
Location
120 Ragsdale, Jacksonville, TX, 75766
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Holly works as an investment advisor representative for Kestra Advisory Services, LLC, dedicating nearly full-time hours to providing investment advice. She also operates as a sole financial advisor under the name Northrock Investment Management, spending nearly full-time hours on security portfolio management.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations6 states
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.