GER LOFTIN WEALTH ADVISORS, LLC of JOHNS CREEK, GA is an SEC-registered investment adviser (CRD 305359). Regulatory assets under management: $344.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| James D Loftin | MANAGING MEMBER / CCO; PARTNER / CCO | — |
| LOFTIN JAMES D | MANAGING PRINCIPAL / CCO; PARTNER / CCO | — |
| RALL GEORGE EDWIN | MANAGING MEMBER | — |
| Cindy Marie Scheffler | COO; CSA | — |