Kyle Loftin, financial advisor Harker Heights TX

Kyle Loftin

CRD Number: 4261101
Current Firm: Primerica Advisors

Kyle Loftin (CRD# 4261101) is an Investment Advisor Representative working at Primerica Advisors in Harker Heights, TX and has over 20 years of experience in the finance industry.

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Primerica Advisors
Company Name Location Dates Years
Pfs Investments Inc. Harker Heights, TX Aug 2000 - Current 20
Primerica Financial Services Harker Heights, TX Mar 2000 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Kyle A. Loftin
Phone Number: 800-544-5445
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,076
    MILLIONS
  • Total Number of Accounts
    34,469
    ACCOUNTS
  • Average Account Value
    $118,260
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, WY

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Data verified by both the advisor and the public regulatory data.

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