David Lofton, financial advisor Collierville TN
96 score

David Lofton

CRD Number: 3013313
Current Firm: Raymond James Financial Services Advisors, Inc.

David Lofton (CRD# 3013313) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Collierville, TN and has over 18 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.

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Professional Designations
Company Name Location Dates Years
Rental Real Estate Brownsville, TN Nov 2011 - Current 5
Raymond James Financial Services Collierville, TN Sep 2009 - Current 7
Raymond James Financial Services Advisors, Inc. Collierville, TN Sep 2009 - Current 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
Raymond James & Associates Memphis, TN Jul 2004 - Sep 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for David W. Lofton
Phone Number: 727-567-5877
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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