David Lofton (CRD# 3013313) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Collierville, TN and has over 25 years of experience in the finance industry. David Lofton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| David Lofton | Collierville, TN | Jul 2019 - Current | 4 |
| Raymond James Financial Services | Collierville, TN | Sep 2009 - Current | 14 |
| Raymond James Financial Services Advisors, Inc. | Collierville, TN | Sep 2009 - Current | 14 |
| Rental Real Estate | Brownsville, TN | Nov 2011 - Jun 2019 | 7 |
| Rental Property | Stanton, TN | Jul 2015 - Jan 2016 | < 1 |
| Real Estate | Stanton, TN | Oct 2012 - Jan 2016 | 3 |
| Real Estate | Covington, TN | Nov 2011 - Jan 2016 | 4 |
| Real Estate | Mason, TN | Sep 2010 - Jan 2016 | 5 |
| Real Estate | Brownsville, TN | Sep 2010 - Jan 2016 | 5 |
| Real Estate | Memphis, TN | Sep 2010 - Jan 2016 | 5 |
| Real Estate | Mason, TN | Dec 2009 - Jan 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- TN
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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