Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Edwin Rall is a financial advisor who has been in the industry since 1983. George Edwin Rall is currently registered with GER Loftin Wealth Advisors, LLC. George Edwin Rall has previously worked for UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, RAYMOND JAMES FINANCIAL SERVICES, INC., SECURITIES AMERICA, INC., GUARDIAN INVESTOR SERVICES CORPORATION, FSC SECURITIES CORPORATION, IDS FINANCIAL SERVICES INC., and IDS MARKETING CORPORATION. George Edwin Rall has also been registered in multiple states, including Alabama, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, New York, North Carolina, Ohio, Oklahoma, South Carolina, Texas, Virginia, and West Virginia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
03/06/2020 - Present
GER Loftin Wealth Advisors, LLC (JOHNS CREEK GA)
GA
10/15/2009 - 08/16/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (DULUTH GA)
GA
11/07/1997 - 10/09/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)
NE
02/15/1990 - 11/10/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
08/31/1988 - 02/17/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
09/11/1985 - 09/02/1988
FSC SECURITIES CORPORATION
NA
08/24/1983 - 09/17/1985
IDS FINANCIAL SERVICES INC.
NA
08/24/1983 - 09/17/1985
IDS MARKETING CORPORATION
IA
Issued 08/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure George Rall is the right advisor for you? Invested Better is here to help.
