LPL Financial Welcomes GER Loftin Wealth Advisors
SAN DIEGO, Nov. 06, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that GER Loftin Wealth Advisors has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
- SAN DIEGO, Nov. 06, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that GER Loftin Wealth Advisors has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
- Located just outside Alpharetta in Johns Creek, Ga., GER Loftin Wealth Advisors is led by co-founders U.S. Air Force veteran James Loftin CFP®, CKA and U.S. Army National Guard veteran George Rall, Jr. RFC® who have a combined six decades of wealth management experience.
- It was their client-centric commitment that led the GER Loftin team – which also includes Chief Operating Officer Cindy Scheffler, Financial Advisors David Harvey, Jack Metzger and Keir Pienaar as well as their support staff – to select LPL as the right fit for their business.
- We look forward to supporting GER Loftin Wealth Advisors for years to come.”