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LPL Recruits Former United Planners Team with $225 Million in Assets

LPL Recruits Former United Planners Team with $225 Million in Assets. Adviser, broker, broker-dealer, financial services, investment adviser, LPL Financial, registered investment advisor, RIA
LPL Recruits Former United Planners Team with $225 Million in Assets. Adviser, broker, broker-dealer, financial services, investment adviser, LPL Financial, registered investment advisor, RIA

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that GER Loftin Wealth Advisors has joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.

GER Loftin Wealth Advisors reported having served approximately $225 million in advisory, brokerage and retirement plan assets and join LPL from United Planners Financial Services.

“We start by understanding our clients’ aspirations and objectives, then we help them put together a financial strategy based on their short and long-term goals,” said Rall. “We enjoy educating clients about personal finance and watching our relationship grow through the years as we help them on life’s journey.”

Located near Alpharetta in Johns Creek, Georgia, GER Loftin Wealth Advisors is led by co-founders U.S. Air Force veteran James Loftin and U.S. Army National Guard veteran George Rall Jr. who have a combined six decades of wealth management experience. LPL says the pair began working together in 2010 and have “built a faith-based business focused on cultivating long-term relationships with their clients by providing a focused and individualized approach to wealth management.”

“We are educators at heart, and we truly believe that an informed client is the best client,” said Loftin, who is the 2023 and 2024 president of the Financial Planning Association of Georgia. “When working with our clients, we have a coach to player relationship. No matter where they are starting, or what their financial goals are, we are with them every step of the way.”

LPL supports approximately 22,000 financial advisors, 1,100 institution-based investment programs and 560 independent registered investment advisor firms nationwide.

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