James D. Loftin,  CFP<sup>&reg;</sup> - Financial Advisor

James D. Loftin, CFP®

CKA®, AIF®

CEO/Founder/Owner

GER Loftin Wealth Advisors, LLC

6470 E Johns Crossing, Ste 230
Duluth, GA 30097-1540
FINANCIAL ADVISOR'S WEBSITE
(888) 556-3846

General

James Loftin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at GER Loftin Wealth Advisors, LLC in Duluth, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 24, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RFC, CKA

Insurance Licenses

  • Life insurance: GA
  • Fixed annuities: GA
  • Variable annuities: GA

Broker-Dealer Affiliation

United Planners Financial Services of America

Financial Advisor's Specialties

Banking, Charitable & Planned Giving, Buying a Home, Bankruptcy, Employee Benefits, Insurance, Life Planning, Stocks & Bonds, Startup, Long-term Care

More

Helpful Financial Planning Resources