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
| Title | Managing Member And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2011 |