Proficient Wealth Counselors, LLC
Proficient Wealth Counselors, LLC (CRD# 152640) is a financial advisory firm headquartered in Norwood, MA. They manage $106,194,105 in 504 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Proficient Wealth Counselors, LLC
By the Numbers
-
Total Assets Under Management106MILLION
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Total Number of Accounts504ACCOUNTS
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Average Account Value$210,703
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, MA, NH, NY, RI, TX
Financial Advisors at Proficient Wealth Counselors, LLC
1
Gerald Loftin (CRD# 2514109) is an Investment Advisor Representative working at Proficient Wealth Counselors, LLC in Norwood, MA and has over 29 years of experience in the finance industry.
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