Proficient Wealth Counselors, LLC
Proficient Wealth Counselors, LLC (CRD# 152640) is a financial advisory firm headquartered in Norwood, MA. They manage $51,114,687 in 334 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts334ACCOUNTS
Average Account Value$153,038
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, MA, TX
Charles Tilden (CRD# 6283759) is an Investment Advisor Representative working at Proficient Wealth Counselors, LLC in Norwood, MA and has 1 year of experience in the finance industry.
Gerald Loftin (CRD# 2514109) is an Investment Advisor Representative working at Proficient Wealth Counselors, LLC in Norwood, MA and has over 22 years of experience in the finance industry. Gerald Loftin 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.