Kevin LoftinCRD Number: 3071118
Current Firm: Truist Advisory Services, Inc.
Kevin Loftin (CRD# 3071118) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 23 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|Suntrust Bank||Atlanta, GA||May 2018 - Current||3|
|Suntrust Investment Services||Atlanta, GA||May 2018 - Current||3|
|Pj Robb Variable Corp||Charlotte, NC||Apr 2013 - May 2018||5|
|Crump Life Insurance Services Dba Bb&t Life Insurance Services||Charlotte, NC||Mar 2013 - May 2018||5|
|Morgan Stanley Smith Barney||Charlotte, NC||May 2010 - Feb 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2002|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management53,898MILLIONS
Total Number of Accounts124,678ACCOUNTS
Average Account Value$432,299
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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