Yusef Lovette
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCMar 2026 to now
- Ameriprise Financial Services, LLCNov 2023 to Mar 2026
- Comerica Securities, Inc.Sep 2021 to Nov 2023
- Morgan StanleyMar 2017 to Jul 2021
- Morgan Stanley Private Bank, National AssociationMar 2017 to Jul 2021
- Bank of America, N.A.Feb 2015 to Feb 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5266166
- Firm CRD
- 6413