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Gerald Loftin

Managing Member And Chief Compliance OfficerProficient Wealth Counselors, LLCCRD 2514109

About Gerald Loftin

Gerald Loftin is listed as Managing Member And Chief Compliance Officer at Proficient Wealth Counselors, LLC in Norwood, MA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Proficient Wealth Counselors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gerald Loftin work?

Gerald Loftin is listed as Managing Member And Chief Compliance Officer at Proficient Wealth Counselors, LLC on SEC Form ADV.

How much of Proficient Wealth Counselors, LLC does Gerald Loftin own?

Form ADV reports a beneficial ownership band of Over 75%.

Proficient Wealth Counselors, LLC

TitleManaging Member And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2011
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