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Pleshetta Juanita Loftin

COMPASS EFFICIENT MODEL PORTFOLIOS, LLC·BRENTWOOD, Tennessee
Clean recordCOMPASS EFFICIENT MODEL PORTFOLIOS, LLC
213 OVERLOOK CIRCLE, BRENTWOOD, TN 37027CRD# 2449085Firm CRD# 125568

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Pleshetta Juanita Loftin · BRENTWOOD, TN
Registration
CRD #2449085 · COMPASS EFFICIENT MODEL PORTFOLIOS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Pleshetta Juanita Loftin is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with COMPASS EFFICIENT MODEL PORTFOLIOS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
COMPASS EFFICIENT MODEL PORTFOLIOS, LLC
COMPASS EFFICIENT MODEL PORTFOLIOS, LLC
AUM
$1.6B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at COMPASS EFFICIENT MODEL PORTFOLIOS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2449085
Firm CRD# 125568
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Pleshetta Juanita Loftin offer?
Pleshetta Juanita Loftin specializes in Investment Management, Wealth Management. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are Pleshetta Juanita Loftin's credentials?
Pleshetta Juanita Loftin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Pleshetta Juanita Loftin located?
Pleshetta Juanita Loftin is based in BRENTWOOD, Tennessee, working with COMPASS EFFICIENT MODEL PORTFOLIOS, LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
How does Pleshetta Juanita Loftin charge for services?
Pleshetta Juanita Loftin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPASS EFFICIENT MODEL PORTFOLIOS, LLC?
COMPASS EFFICIENT MODEL PORTFOLIOS, LLC has approximately 18 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMPASS EFFICIENT MODEL PORTFOLIOS, LLC

Robert William Walker
BRENTWOOD, TN
David Joe Moore
BRENTWOOD, TN
Paul Donald Graffy
BRENTWOOD, TN

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Research
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