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Edward W Lovato

Investment Adviser Representative at Integrity Advisory Solutions

Rio Rancho, NMCRD #7925597Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Edward W. Lovato is an investment adviser representative with Integrity Advisory Solutions in Rio Rancho, NM, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New Mexico.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Mexico

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/27/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Integrity Advisory SolutionsCurrent
6/28/2024 – Rio Rancho, NM

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Lovato Law, PC
    Oct 2017 – no end date reportedRio Rancho, NM
  2. Law Office of Dorene A Kuffer
    Mar 2018 – Dec 2018Albuquerque, NM
  3. Sandoval County Probate Court
    Jan 2023 – no end date reportedBernalillo, NM
  4. SaucedoChavez, PC
    Jun 2015 – Oct 2017Albuquerque, NM
  5. Integrity Advisory Solutions
    Jun 2024 – no end date reportedRio Rancho, NM
  6. University of New Mexico School of Law
    Aug 2014 – May 2017Albuquerque, NM

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Integrity Advisory Solutions

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Flexible financial services and personalized financial planning through an open-architecture platform, including investment management with access to investment performance, portfolio balances, and asset allocation tracking.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Financial PlanningInvestment ManagementPersonalized PlanningPortfolio ManagementWealth AdvisoryAsset Allocation

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
125
Offices listed on AdvisorFinder:
4
Main office:
Dallas, TX
SEC file number:
801-123090

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 11, 2026

View full firm profile

Other advisors at Integrity Advisory Solutions

Showing 12 of 125 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward W Lovato has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Edward W Lovato (Integrity Advisory Solutions)