Truist Advisory Services, Inc
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
Years of Experience
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Truist Advisory Services, Inc Brokerage Details
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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
Margaret Lovatt Work History
Margaret has 16 years of experience.
Suntrust Advisory Services
Georgia Institute Of Technology Scheller College Of Business
Lovatt & Rushing, Inc
Suntrust Capital Markets
Margaret Lovatt has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Truist Advisory Services, Inc
Spring Hill, FL
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 email@example.com.
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