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PROFICIENT WEALTH COUNSELORS, LLC
PROFICIENT WEALTH COUNSELORS, LLC
NORWOOD, Massachusetts
·
1 registered advisor
·
CRD# 152640
SEC# 801-124894
0
781-278-9488
01
Firm Overview
AUM
$106M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PROFICIENT WEALTH COUNSELORS, LLC
1 registered advisor
Gerald Loftin
NORWOOD, Massachusetts
CRD# 2514109
05
Office Locations
NORWOOD, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. PROFICIENT WEALTH COUNSELORS, LLC (CRD# 152640) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.