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Alan K. Bastian

Loveland & Bastian Financial Services Group, LLC

Mt. Pleasant, SC

CRD 4312506

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Employer firm

Loveland & Bastian Financial Services Group, LLC CRD 135255

$84.0M regulatory AUM 170 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Loveland & Bastian Financial Services Group, Llc

220 Church Street Suite 101B, Mt. Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2005-05-20
  • SC RA
    APPROVED
    Since 2005-05-20

Branch Locations

220 Church Street, Suite 101, Mt. Pleasant, SC 29464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Loveland & Bastian Financial Services Group, Llc Mt. Pleasant SC 05/2005 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-11
S63 Uniform Securities Agent State Law Examination 2000-12-11
  • S65 Uniform Investment Adviser Law Examination
    2001-01-11
  • S63 Uniform Securities Agent State Law Examination
    2000-12-11

View on SEC IAPD

Nearby Firms

PALMETTO COAST ADVISORS, INC.
LPL FINANCIAL LLC
OCEANSIDE ADVISORS LLC

Nearby Investors

MICHAEL JOHN KREFT
CATHRYN A CATO
THOMAS A BROPHY

Nearby Offices

PALMETTO COAST ADVISORS, INC. · MT. PLEASANT, SC
LPL FINANCIAL LLC · MT. PLEASANT, SC
OCEANSIDE ADVISORS LLC · MOUNT PLEASANT, SC

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