Proficient Wealth Counselors, LLC

Proficient Wealth Counselors, LLC (CRD# 152640) is a financial advisory firm headquartered in Norwood, MA. They manage $93,890,803 in 502 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $187,033
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MA, NH, NY, RI, TX

Financial Advisors at Proficient Wealth Counselors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gerald Loftin
CRD#: 2514109
77 Access Road, Suite 6, Norwood, MA 02062

Gerald Loftin (CRD# 2514109) is an Investment Advisor Representative working at Proficient Wealth Counselors, LLC in Norwood, MA and has over 29 years of experience in the finance industry.

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