Ger Loftin Wealth Advisors, LLC

Ger Loftin Wealth Advisors, LLC (CRD# 305359) is a financial advisory firm headquartered in Johns Creek, GA. They manage $233,579,777 in 1,440 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
6470 E Johns Crossing, Suite 230, Johns Creek, GA 30097
https://twitter.com/gerloftin
By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    1,440
    ACCOUNTS
  • Average Account Value
    $162,208
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, IN, LA, MI, NC, OK, PA, SC, TN, TX

Financial Advisors at Ger Loftin Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James Loftin, financial advisor Johns Creek GA
James D. Loftin
CRD#: 4059549
6470 E Johns Crossing, Suite 230, Johns Creek, GA 30097

James Loftin (CRD# 4059549) is an Investment Advisor Representative working at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA and has over 24 years of experience in the finance industry.

2
George Rall, financial advisor Johns Creek GA
George E. Rall
CRD#: 1170826
6470 E Johns Crossing, Suite 230, Johns Creek, GA 30097

George Rall (CRD# 1170826) is an Investment Advisor Representative working at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA and has over 40 years of experience in the finance industry.

3
David Harvey, financial advisor Johns Creek GA
David A. Harvey
CRD#: 7249524
6470 E Johns Crossing, Suite 230, Johns Creek, GA 30097

David Harvey (CRD# 7249524) is an Investment Advisor Representative working at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA and has over 3 years of experience in the finance industry.

4
Jackson Metzger, financial advisor Johns Creek GA
Jackson R. Metzger
CRD#: 7381680
6470 E Johns Crossing, Suite 230, Johns Creek, GA 30097

Jackson Metzger (CRD# 7381680) is an Investment Advisor Representative working at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA and has over 2 years of experience in the finance industry.

5
Keir Pienaar, financial advisor Johns Creek GA
Keir J. Pienaar
CRD#: 7092142
6470 E Johns Crossing, Suite 230, Johns Creek, GA 30097

Keir Pienaar (CRD# 7092142) is an Investment Advisor Representative working at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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