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William Taylor Lovell

PROEQUITIES INC·BIRMINGHAM, Alabama
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2801 HIGHWAY 280 SOUTH, BIRMINGHAM, AL 35223CRD# 869258Firm CRD# 15708
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About

William Taylor Lovell is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with PROEQUITIES INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CONCOURSE FINANCIAL GROUP ADVISORS
AUM
$4.4B
Regulatory assets under management
Employees
885
Total firm employees
View all advisors at CONCOURSE FINANCIAL GROUP SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 869258
Firm CRD# 15708
8 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Taylor Lovell offer?
William Taylor Lovell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are William Taylor Lovell's credentials?
William Taylor Lovell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Taylor Lovell located?
William Taylor Lovell is based in BIRMINGHAM, Alabama, working with PROEQUITIES INC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does William Taylor Lovell charge for services?
William Taylor Lovell's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROEQUITIES INC?
PROEQUITIES INC has approximately 885 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Alabama
MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
MOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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