Unclaimed Profile

Nathan Joel Lovelle

COWA, LLC·TULSA, Oklahoma

SIE, Series 3, Series 7, Series 31, Series 66CFAClean record27 years registeredCOWA, LLC

8801 S. YALE AVENUE, TULSA, OK 74137CRD# 3153234Firm CRD# 297180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nathan Joel Lovelle · TULSA, OK

Registration

CRD #3153234 · COWA, LLC · 27 years registered

Brand Profile

Not yet started

Career History

COUNCIL OAK WEALTH ADVISORS

Jun 2018 – present

UBS FINANCIAL SERVICES INC.

Jan 2009 – Jun 2018

TULSA, OK

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 1999 – Jan 2009

TULSA, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 31

Series 66

Registration record

First registered · January 20, 1999

Years registered · 27

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COWA, LLC

CRD 297180 · SEC 801-113403

AUM

$391M

Regulatory assets under management

Employees

886 client accounts

Services offered by COWA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COWA, LLC →

Introduction

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Frequently Asked Questions

What services does Nathan Joel Lovelle offer?

Nathan Joel Lovelle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Nathan Joel Lovelle's credentials?

Nathan Joel Lovelle holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nathan Joel Lovelle located?

Nathan Joel Lovelle is based in TULSA, Oklahoma, working with COWA, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.

How does Nathan Joel Lovelle charge for services?

Nathan Joel Lovelle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COWA, LLC?

COWA, LLC has approximately 8 employees and manages $391M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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