JAMES D LOFTIN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with GER LOFTIN WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GER LOFTIN WEALTH ADVISORS, LLC | 2020-03-06 | present | Yes |
| GER LOFTIN WEALTH ADVISORS, LLC | 2019-10-28 | 2019-12-31 | — |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2010-01-06 | 2021-11-23 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2009-01-02 | 2010-01-07 | — |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | 2005-01-14 | 2009-01-02 | — |
| MORGAN KEEGAN & COMPANY, LLC | 2002-07-15 | 2005-01-26 | — |