AdvisorOS Directory
Claim Profile
Unclaimed Profile
GR

George Edwin Rall

GER LOFTIN WEALTH ADVISORS, LLC·JOHNS CREEK, Georgia
Clean recordGER LOFTIN WEALTH ADVISORS, LLC
6470 E JOHNS CROSSING, JOHNS CREEK, GA 30097CRD# 1170826Firm CRD# 305359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George Edwin Rall · JOHNS CREEK, GA
Registration
CRD #1170826 · GER LOFTIN WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

George Edwin Rall is a registered financial advisor based in JOHNS CREEK, Georgia, affiliated with GER LOFTIN WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with George

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if George is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
GER LOFTIN WEALTH ADVISORS, LLC
GER LOFTIN WEALTH ADVISORS, LLC
AUM
$234M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at GER LOFTIN WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1170826
Firm CRD# 305359
View on FINRA BrokerCheck →

Looking for a financial advisor in JOHNS CREEK?

Browse all registered financial advisors in JOHNS CREEK, Georgia or claim this profile if it's yours.

Browse JOHNS CREEK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does George Edwin Rall offer?
George Edwin Rall specializes in Financial Planning, Investment Management. Contact their office in JOHNS CREEK, Georgia for a consultation.
What are George Edwin Rall's credentials?
George Edwin Rall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Edwin Rall located?
George Edwin Rall is based in JOHNS CREEK, Georgia, working with GER LOFTIN WEALTH ADVISORS, LLC. Their office serves clients in the JOHNS CREEK metropolitan area and surrounding communities.
How does George Edwin Rall charge for services?
George Edwin Rall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GER LOFTIN WEALTH ADVISORS, LLC?
GER LOFTIN WEALTH ADVISORS, LLC has approximately 6 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GER LOFTIN WEALTH ADVISORS, LLC

James D Loftin
JOHNS CREEK, GA

More Advisors in JOHNS CREEK, Georgia

Gary Alan Myers
TIMBERLINK LLC·JOHNS CREEK, GA
Alan Chris Dahl
EDG MANAGEMENT COMPANY, LLC·JOHNS CREEK, GA
Tracy Buran Evens
TIMBERLINK LLC·JOHNS CREEK, GA
James Stephen Eaton
EDG MANAGEMENT COMPANY, LLC·JOHNS CREEK, GA
Michael Patrick Gaffney
EDG MANAGEMENT COMPANY, LLC·JOHNS CREEK, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)COLUMBUS (26)AUGUSTA (26)ATHENS (25)THOMASVILLE (22)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile