Loftus Investment Advisors
Loftus Investment Advisors (CRD# 113820) is a financial advisory firm headquartered in Gold River, CA. They manage $52,474,644 in 98 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management52MILLION
Total Number of Accounts98ACCOUNTS
Average Account Value$535,456
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Betty Loftus (CRD# 1146347) is an Investment Advisor Representative working at Loftus Investment Advisors in Gold River, CA and has over 24 years of experience in the finance industry. Betty Loftus 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.