Unclaimed Profile

Gerald Loftin

PROFICIENT WEALTH COUNSELORS, LLC·NORWOOD, Massachusetts

Series 6, Series 7, Series 63, Series 6524 years registeredPROFICIENT 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 · 24 years registered

Brand Profile

Not yet started

Career History

PROFICIENT WEALTH COUNSELORS, LLC

Jan 2026 – present

PROFICIENT WEALTH COUNSELORS, LLC

Jul 2011 – Dec 2025

NORWOOD, MA

COMMONWEALTH FINANCIAL NETWORK

Jul 2002 – Jul 2011

NORWOOD, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 9, 2002

Years registered · 24

Disclosure History

1998Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PROFICIENT WEALTH COUNSELORS, LLC

CRD 152640 · SEC 801-124894

AUM

$106M

Regulatory assets under management

Employees

504 client accounts

Services offered by PROFICIENT WEALTH COUNSELORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PROFICIENT WEALTH COUNSELORS, LLC →

Introduction

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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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