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David Austin Harvey

GER Loftin Wealth Advisors, LLC

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About David Austin Harvey

David Austin Harvey is a registered Investment Advisor Representative with Ger Loftin Wealth Advisors, LLC. David has been in the financial industry since 2020. David is licensed in Georgia and offers financial planning services to individuals and businesses. David is a dedicated advisor who strives to provide personalized and comprehensive financial advice. David has a Series 65 license and is a registered Investment Advisor.

Firm Information

David Harvey is currently registered with GER Loftin Wealth Advisors, LLC. GER Loftin Wealth Advisors, LLC is a registered investment advisor headquartered in Johns Creek, Georgia. The firm provides financial planning, portfolio management for individuals, and educational seminars. They manage approximately $233,579,777 in assets for 1,440 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. The firm offers wrap fee programs.
GER Loftin Wealth Advisors, LLC

6470 E JOHNS CROSSING

JOHNS CREEK, GA 30097

$233.58M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Harvey’s Registration & Firm History

GA

09/04/2020 - Present

GER Loftin Wealth Advisors, LLC (JOHNS CREEK GA)

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Licenses & Designations

IA

Issued 08/06/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Austin Harvey.
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