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Financial ADVSR advisor directory · SEC adviser records

Loftin Wealth Partners financial advisors in Georgia

Every SEC-registered investment adviser representative at a Loftin Wealth Partners office in Georgia, by city and A to Z.

The short answer

5 registered advisors work at Loftin Wealth Partners in Georgia, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Johns Creek (5). 0 list the CFP designation and 0 are also registered broker representatives.

Loftin Wealth Partners advisors by city in Georgia

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Johns Creek 5

Loftin Wealth Partners advisors in Georgia, A to Z

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Loftin Wealth Partners advisors in every state →Loftin Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Loftin Wealth Partners financial advisors are in Georgia?

5 investment adviser representatives are registered at Loftin Wealth Partners offices in Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Georgia does Loftin Wealth Partners have the most advisors?

Johns Creek, with 5. Loftin Wealth Partners has advisors in 1 city in Georgia.

How do I check a Loftin Wealth Partners advisor in Georgia?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Loftin Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.