PROFICIENT WEALTH COUNSELORS, LLC of NORWOOD, MA is an SEC-registered investment adviser (CRD 152640). Regulatory assets under management: $146.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Gerald Loftin | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| LOFTIN GERALD | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |