James D Loftin
Managing Member / CcoGer Loftin Wealth Advisors, LLCCRD 4059549
About James D Loftin
James D Loftin is listed as Managing Member / Cco at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Ger Loftin Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James D Loftin work?
James D Loftin is listed as Managing Member / Cco at Ger Loftin Wealth Advisors, LLC on SEC Form ADV.
How much of Ger Loftin Wealth Advisors, LLC does James D Loftin own?
Form ADV reports a beneficial ownership band of Over 75%.
Ger Loftin Wealth Advisors, LLC
| Title | Managing Member / Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2010 |