Gavin
Lovvorn
Creative Financial Designs, Inc
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About this Advisor
Gavin Lovvorn is a financial advisor based in Fort Wayne, Indiana, working with Creative Financial Designs, Inc. Gavin has previously held positions at Ball State University, Crowe LLP, Vector Marketing, David Culp & Co, LLP, CFD Investments, Inc, and Creative Financial Designs. Gavin has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Gavin is part of Creative Financial Designs, Inc, which operates out of Fort Wayne, Indiana. The firm has 108 offices and 152 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Creative Financial Designs, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creative Financial Designs, Inc Brokerage Details
$2,082,130,980
152
12,377
$168,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Gavin Lovvorn Work History
Cfd Investments, Inc
Creative Financial Designs
David Culp & Co, Llp
Crowe Llp
Ball State University
Vector Marketing
Disclosures
Please visit the SEC profile of Gavin Lovvorn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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