GL
Gerald Loftin
from Proficient Wealth Counselors, LLC
Gerald Loftin is a financial advisor based in Massachusetts, Norwood,
with 30 years of experience. Gerald currently works for
Proficient Wealth Counselors, LLC.
Gerald maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Gerald Loftin works at Proficient Wealth Counselors, LLC
Proficient Wealth Counselors, LLC is a financial advisory firm based in Norwood, Massachusetts. It currently has approximately $93,890,803 of assets under management and employs about 1 people. Proficient Wealth Counselors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
77 Access Road, Suite 6, Norwood, Massachusetts, 2062
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