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Gerald Loftin

PROFICIENT WEALTH COUNSELORS, LLC·NORWOOD, Massachusetts
Clean recordPROFICIENT WEALTH COUNSELORS, LLC
77 ACCESS ROAD, NORWOOD, MA 02062CRD# 2514109Firm CRD# 152640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Loftin · NORWOOD, MA
Registration
CRD #2514109 · PROFICIENT WEALTH COUNSELORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gerald Loftin is a registered financial advisor based in NORWOOD, Massachusetts, affiliated with PROFICIENT WEALTH COUNSELORS, 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
Introduction

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03

Firm Overview

Firm
PROFICIENT WEALTH COUNSELORS, LLC
PROFICIENT WEALTH COUNSELORS, LLC
AUM
$106M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PROFICIENT WEALTH COUNSELORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2514109
Firm CRD# 152640
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald Loftin offer?
Gerald Loftin specializes in Financial Planning, Investment Management. Contact their office in NORWOOD, Massachusetts for a consultation.
What are Gerald Loftin's credentials?
Gerald Loftin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Loftin located?
Gerald Loftin is based in NORWOOD, Massachusetts, working with PROFICIENT WEALTH COUNSELORS, LLC. Their office serves clients in the NORWOOD metropolitan area and surrounding communities.
How does Gerald Loftin charge for services?
Gerald Loftin'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 PROFICIENT WEALTH COUNSELORS, LLC?
PROFICIENT WEALTH COUNSELORS, LLC has approximately 1 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
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Research
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