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).

Current Firm Details
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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Loftus Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
Betty R. Loftus
CRD#: 1146347
11344 Coloma Road, Suite 525, Gold River, CA 95670

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.

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