John Loveday (CRD# 6792527) is an Investment Advisor Representative working at Tsg Advice Partners, LLC in Columbus, OH and has 1 year of experience in the finance industry. John Loveday has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tsg Advice Partners, LLC | Columbus, OH | Nov 2020 - Current | 3 |
| Collaborative Financial Partners LLC | Columbus, OH | Apr 2019 - Current | 5 |
| Mccarthy And Cox Retirement And Estate Specialist LLC | Marysville, OH | Jun 2018 - Apr 2019 | < 1 |
| Mount Vernon Nazarene University - Student Financial Services | Mount Vernon, OH | Aug 2015 - May 2018 | 2 |
| Wilging, Roush & Parsons Cpas | Mount Vernon, OH | Feb 2018 - Apr 2018 | < 1 |
| Horizon Financial Solutions | Hurricane, WV | May 2017 - Aug 2017 | < 1 |
| Edgewood Summit | Charleston, WV | Sep 2013 - Aug 2016 | 2 |
| Deli Fresh | Charleston, WV | May 2015 - Aug 2015 | < 1 |
| Kiddie College Day Care | South Charleston, WV | May 2015 - Aug 2015 | < 1 |
- OH
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Total Assets Under Management613MILLIONS
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Total Number of Accounts2,969ACCOUNTS
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Average Account Value$206,574
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, GA, IL, IN, LA, MA, MD, NC, NH, NY, OH, PA, SC, TX, VA
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