LOFTIN, JAMES, D

C31

IAR CRD 4059549·Industry start 2002-10-21

Identity

Legal name

LOFTIN, JAMES, D

CRD

4059549

NPN

—

Career

Previous employments

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER2010-01-06

RAYMOND JAMES FINANCIAL SERVICES, INC.2005-01-04

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

2002-10-21

Est. age

46

Age confidence

—

Est. birth year

1980

BC active

No

IA active

Yes

Disclosures

Yes

Private residence

No

Firm affiliations

1

GER LOFTIN WEALTH ADVISORS, LLC

IAR · Direct Owner · 87.5% ownership