Gerald Loftin
Investment adviser representative at Proficient Wealth Counselors, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$146.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Proficient Wealth Counselors, LLCJul 2011 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Proficient Wealth Counselors, LLC
$146.9MAssets managed
189Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2514109
- Firm CRD
- 152640