Michael Loftus, financial advisor Millville DE
93 score

Michael Loftus

CRD Number: 3080317
Current Firm: Cambridge Investment Research Advisors, Inc.

Michael Loftus (CRD# 3080317) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Millville, DE and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Feb 2012 - Current 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2012 - Current 4
Royal Alliance Associates, Inc. King Of Prussia, PA Jun 2009 - Feb 2012 2
American Realty Capital New York, NY Feb 2009 - May 2009 < 1
Realty Capital Securities, LLC Boston, MA Feb 2009 - May 2009 < 1
Self Employed Glen Mills, PA Jul 2008 - Oct 2008 < 1
Evergreen Investment Services, Inc. Boston, MA Mar 2008 - Jul 2008 < 1
Sunamerica Capital Services, Inc. New York, NY Feb 2000 - Feb 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Michael P. Loftus
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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)
  • Market timing services
  • Educational seminars/workshops
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
93
Clean Record
This advisor has a clean track record with regulators.

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