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Timothy Roy Loving

Investment Adviser Representative at CG ADVISORY SERVICES

Galesburg, ILCRD #1720544Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
3

Professional summary

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

Timothy Roy Loving has worked in the securities industry since 2007. They are registered to provide investment advisory services in Illinois.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Illinois
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/18/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 8/31/1987
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/25/1987

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

CG Advisory Services Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CG ADVISORY SERVICESCurrent
10/3/2022Galesburg, IL
KURE ADVISORY, LLC
5/24/202110/13/2022Galesburg, IL
TRUADVICE LLC
9/3/20197/15/2021Galesburg, IL
KURE ADVISORY, LLC
5/18/20215/19/2021Galesburg, IL
CAPITAL ASSET ADVISORY SERVICES, LLC
5/24/20121/2/2020Galesburg, IL
POTERACK CAPITAL ADVISORY, INC.
12/23/20098/20/2012Galesburg, IL
KALOS MANAGEMENT
12/19/200712/17/2009Ponte Vedra Beach, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Timothy Roy Loving 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.

Timothy Roy Loving - Financial Advisor in Galesburg, IL | AdvisorFinder