Greg Lovette
Investment adviser representative at Wells Fargo Advisors
17 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Greg Lovette? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2024 to now
- Wells Fargo Clearing Services, LLCMay 2023 to Apr 2024
- Security First InsuranceMar 2022 to Mar 2023
- Great Western BankOct 2019 to May 2022
- Raymond James Financial Services Advisors, IncOct 2019 to May 2022
- Foundation One BankOct 2018 to Sep 2019
- Nylife Securities LLCApr 2018 to Oct 2018
- Thrivent FinancialJan 2016 to Apr 2018
- Gls & AssociatesJan 2009 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NE).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 5553165
- Firm CRD
- 19616