Gage Colby Loftin
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCNov 2024 to now
- Zions BankNov 2024 to now
- Bank of America, N.A.Feb 2019 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2019 to Oct 2024
- Bank of America, N.A.Oct 2018 to Jan 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to Jan 2019
- Complete Retirement Solutions GroupMar 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (UT).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6994632
- Firm CRD
- 6413