Mark Lovoy

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 12/2020
  Charles Schwab & Co., Inc.
  Birmingham, AL
• 04/2013 → 12/2020
  Charles Schwab Bank Ssb
  Birmingham, AL
• 05/2021 → 12/2023
  Massmutual Life Insurance Co
  Hoover, AL
• 05/2021 → 12/2023
  Massmutual Life Insurance Co
  Hoover, AL
• 01/2021 → 04/2021
  Unemployed
  Birmingham, AL
• 11/2023 → 08/2026
  American United Life
  Hoover, AL
• 12/2023 → 08/2026
  Oneamerica Securities
  Hoover, AL
• 08/2026 → Present
  National Life Group
  Hoover, AL
• 08/2026 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2021-05-06 → 2023-12-12
  Mml Investors Services, Llc
  Birmingham, AL
  Hoover, AL
• 2013-04-10 → 2021-01-05
  Charles Schwab & Co., Inc.
  Mountain Brook, AL
• 2011-06-21 → 2012-08-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 2011-03-23 → 2011-06-14
  Northwestern Mutual Investment Services, Llc
  Hoover, AL

Other Businesses

*BAKER CAMP ARNOLD CAPITAL MANAGEMENT, 421 EMERY DRIVE, HOOVER, AL, 35244, ONGOING, INV REL, 08/2026, INSURANCE, AGENT, DURING TRD/HRS, 100%.

Exams

• S66 Uniform Combined State Law Examination
  2011-03-18

Other Names

• Mark Lovoy
• Mark Vincent Lovoy