Nathan
Lovelle
Council Oak Wealth Advisors
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About this Advisor
Nathan Lovelle is a financial advisor based in Tulsa, Oklahoma, working with Council Oak Wealth Advisors. Nathan has previously held positions at Cowa, LLC D/B/A Council Oak Wealth Advisors and UBS Financial Services Inc. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Nathan is part of Council Oak Wealth Advisors, which operates out of Tulsa, Oklahoma. The firm has 1 office and 8 employees. The firm manages assets totaling $391.0 million 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 other services. The fee structure at Council Oak Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Council Oak Wealth Advisors Brokerage Details
$391,018,952
8
886
$441,331
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Nathan Lovelle Work History
Cowa, LLC D/B/A Council Oak Wealth Advisors
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Nathan Lovelle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Council Oak Wealth Advisors
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
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