Joshua Loveall has been Member and Chief Compliance Officer of KB Financial Advisors since January 2015, is a control person of the firm and directly owns between 10% and 25% of it.
KB Financial Advisors LLC is a San Francisco, CA firm with $115M under management, 136 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Landon Loveall has led the On Your Way to Wealth program at KB Financial Advisors since 2014, serving busy tech professionals. He joined KB Financial Advisors in 2012, after founding Cumberland Wealth Planners in 2010 to serve clients in Nashville, TN. Cumberland Wealth Planners later merged with KB in 2015.
Joshua Loveall’s longest registration is the current one, 12 years at KB Financial Advisors since 2014. Before joining KB Financial Advisors in 2014, Joshua Loveall was registered through Cumberland Wealth Planners LLC.
- KB Financial Advisors LLCCurrent– present · 12 yearsColumbia, TN · Adviser representative · Firm CRD 134374
- Cumberland Wealth Planners LLC– · 5 yearsSpring Hill, TN · Adviser representative · Firm CRD 152745
Professional designations
Listed by KB Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Joshua Loveall is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from July 2014; the most recent is New York, in April 2021.
- CaliforniaSince 17 July 2014
- New YorkSince 20 April 2021
- TennesseeSince 17 December 2014
- TexasResidentSince 3 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 March 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua Landon Loveall
- CRD
- 5758713
- Firm
- KB Financial Advisors · CRD 134374
- Role
- Member and Chief Compliance Officer
- Office
- Columbia, TN
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kbfinancialadvisors.com
Where does Joshua Loveall work?
Joshua Loveall has been Member and Chief Compliance Officer of KB Financial Advisors LLC since January 2015, and is a control person of the firm.
Is Joshua Loveall a financial advisor?
Yes. Joshua Loveall has a current investment-adviser registration in California, New York, Tennessee and Texas, through KB Financial Advisors since July 2014.
How many years of experience does Joshua Loveall have?
Joshua Loveall has 16 years in the financial industry, since March 2010, across 2 adviser firms.
What exams has Joshua Loveall passed?
Joshua Loveall passed the Series 65 in March 2010.
Where is Joshua Loveall based?
Joshua Loveall’s registered office is in Columbia, TN.
Is Joshua Loveall registered with FINRA?
No. Joshua Loveall has no current broker registration.
Is Joshua Loveall a CFP?
KB Financial Advisors lists Joshua Loveall with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Joshua Loveall’s record?
Search CRD 5758713 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Loveall’s full registration record.
