Unclaimed Profile

Betty Rae Loftus

BETTY RAE LOFTUS·GOLD RIVER, California

Series 7, Series 24, Series 63Clean record8 years registeredBETTY RAE LOFTUS

11344 COLOMA ROAD, GOLD RIVER, CA 95670CRD# 1146347Firm CRD# 113820

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Betty Rae Loftus · GOLD RIVER, CA

Registration

CRD #1146347 · BETTY RAE LOFTUS · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BETTY RAE LOFTUS

LOFTUS INVESTMENT ADVISORS

Sep 2017 – Dec 2018

GOLD RIVER, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · September 19, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOFTUS, BETTY, RAE

CRD 113820 · SEC 801-61078

AUM

$43M

Regulatory assets under management

Employees

41 client accounts

Services offered by LOFTUS, BETTY, RAE

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LOFTUS, BETTY, RAE →

Introduction

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Frequently Asked Questions

What services does Betty Rae Loftus offer?

Betty Rae Loftus specializes in Financial Planning, Investment Management.

What are Betty Rae Loftus's credentials?

Betty Rae Loftus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Betty Rae Loftus located?

Betty Rae Loftus is based in GOLD RIVER, California, last registered with BETTY RAE LOFTUS.

How does Betty Rae Loftus charge for services?

Betty Rae Loftus's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BETTY RAE LOFTUS?

BETTY RAE LOFTUS has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Research

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