About this Advisor
Christiana Lovelace is an advisor whose office is in Hickory, North Carolina. Currently an advisor with Edward Jones, Lovelace has 11 years of work experience in the financial advisory industry. Lovelace has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Lovelace is registered to work with clients in North Carolina. During their career, Lovelace has held roles at Edward Jones, Bank Of America and Piedmont Center Associates. Edward Jones is headquartered in Hickory, North Carolina, and operates out of 14,439 offices throughout the country. As a company, Edward Jones manages $423 billion in assets throughout 3,336,586 client accounts and employs more than 25,919 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 10% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Christiana Lovelace Work History
Christiana has 11 years of experience.
Bank Of America
Piedmont Center Associates
Christiana Lovelace has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.