KL
KL

Kaleb Lovertich

5 Years of Experience
Ridgeland, MS
Broker

Kaleb Lovertich is a registered investment advisor at Raymond James & Associates, INC., based in Ridgeland, MS, with 5 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

200 Concourse Suite 100, 1062 Highland Colony Parkway, Ridgeland, MS, 39157

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
July 2023 - Present · 2 yrs 10 mos
Raymond James & Associates, INC.
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Stephens
October 2020 - July 2023 · 2 yrs 9 mos
StephensBroker
September 2020 - July 2023 · 2 yrs 10 mos
State Registrations15 states
ALAZFLGAINKYLAMSNCNMPRSCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kaleb Lovertich - Financial Advisor | TrueAdvisor