Margaret
Lovatt

Truist Advisory Services, Inc

CRD#5309048
Investment Advisor
in Atlanta, GA

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About this Advisor

Margaret Lovatt is a chartered financial analyst working out of Atlanta, Georgia, with a total of 16 years in the industry. Lovatt is currently employed by Truist Advisory Services, Inc. Their career trajectory has included roles at Suntrust Bank, Suntrust Advisory Services, Lovatt & Rushing, Inc, Georgia Institute Of Technology Scheller College Of Business, Goldman Sachs and Suntrust Capital Markets. Lovatt maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to serve investors in Georgia. Truist Advisory Services, Inc is a registered investment business based in Atlanta, Georgia. The company has offices in 3,415 locations and a total of 2,725 financial advisors. It oversees $62 billion in assets under management across its 126,886 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 83 charities and foundations. Of its 126,886 accounts, just 14% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fees depend on the type of services. However, fees billed by Truist Advisory Services, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

303 Peachtreet Street Ne 31St Floor
Atlanta, GA 30308

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,581,322,510

GA Average: $3,570,121,308
Total Number of Employees

2,725

GA Average: 58
Total Number of Accounts

126,886

GA Average: 1,608
Average Account Size

$485,328

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Margaret Lovatt Work History

Margaret has 16 years of experience.

2019 - Present (4 years)

Suntrust Bank

2019 - Present (4 years)

Suntrust Advisory Services

2016 - 2019 (3 years)

Goldman Sachs

2014 - 2016 (2 years)

Georgia Institute Of Technology Scheller College Of Business

2012 - 2014 (2 years)

Lovatt & Rushing, Inc

2006 - 2012 (6 years)

Suntrust Capital Markets

Disclosures

Margaret Lovatt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Truist Advisory Services, Inc

Hunter Mills
Memphis, TN
James Carroll
Lynchburg, VA
David Dortch
Spring Hill, FL
Roger Skeen
Midlothian, VA
William Taylor
Charlottesville, VA
Ashley Davis
Richmond, VA
James Ahn
Fairfax, VA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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