Loveland & Bastian Financial Services Group, LLC

David Loveland is a financial advisor with Loveland & Bastian Financial Services Group, LLC in Mt. Pleasant, SC. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having been with the firm since 2005. Loveland & Bastian Financial Services Group provides tailored investment advisory services to individual and corporate clients, managing approximately $65 million in assets. The firm emphasizes non-discretionary client relationships, combining fundamental and technical analysis with options strategies and stop-loss orders as part of its risk management.

Alan Bastian is a financial advisor with Loveland & Bastian Financial Services Group, LLC in Mt. Pleasant, SC. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including over two decades at his current firm. Loveland & Bastian Financial Services Group provides tailored investment advisory services to individual and corporate clients, managing approximately $65 million in assets across 155 accounts. The firm primarily serves high-net-worth and other individual clients, using a combination of fundamental and technical analysis, with a focus on non-discretionary client relationships.

William Bastian is a financial advisor at Loveland & Bastian Financial Services Group, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Banks Construction, United Rentals, The Citadel, and Bishop England High School. Loveland & Bastian Financial Services Group provides tailored investment advisory services to individual and corporate clients, managing approximately $65 million in assets. The firm uses a combination of fundamental and technical analysis in portfolio construction and primarily manages non-discretionary accounts where clients retain trade execution authority.