Robert Loflin, financial advisor Lynchburg VA
93 score

Robert Loflin

CRD Number: 1003156
Current Firm: The Main Street Group

Robert Loflin (CRD# 1003156) is an Investment Advisor Representative working at The Main Street Group in Lynchburg, VA and has over 32 years of experience in the finance industry.

Similar Advisors
Joel Bengds, financial advisor Lynchburg VA
Joel E. Bengds
CRD# 5096901
Hsc Wealth Advisors
Similar Advisors
Brian Carlton, financial advisor Lynchburg VA
Brian R. Carlton
CRD# 2593909
Hsc Wealth Advisors
Similar Advisors
Stephen Crank, financial advisor Lynchburg VA
Stephen L. Crank
CRD# 2155940
Davidson & Garrard Inc.
Company Name Location Dates Years
The Main Street Group Lynchburg, VA Oct 2015 - Current 1
Lpl Financial LLC Lynchburg, VA May 2012 - Current 4
Signator Investors, Inc. Roanoke, VA Sep 2003 - May 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for Robert M. Loflin
Phone Number: 804-270-4470
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Robert Loflin and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.