Carl
Lovsted
Spg Advisors LLC
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About this Advisor
Carl Lovsted is a financial advisor based in Kirkland, Washington, working with Spg Advisors LLC. Carl has previously held positions at Idens Dealer Services, On Island Auto Detail, Washington State Univ, Nylife Securities, LLC, New York Life Insurance Company, Hub International, Nylife Securities LLC, New York Life Insurance Co, Spg Advisors LLC, and Sound Planning Group. Carl has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Idaho, Texas, and Washington. Currently, Carl is part of Spg Advisors LLC, which operates out of Kirkland, Washington. The firm has 10 employees and manages assets totaling $401.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Spg Advisors LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spg Advisors LLC Brokerage Details
$400,952,514
10
2,006
$199,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Carl Lovsted Work History
Spg Advisors LLC
Sound Planning Group
Nylife Securities LLC
New York Life Insurance Co
Hub International
Nylife Securities, LLC
New York Life Insurance Company
Idens Dealer Services
On Island Auto Detail
Washington State Univ
Disclosures
Please visit the SEC profile of Carl Lovsted 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 Spg Advisors LLC
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
Kirkland, WA
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