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James Edward andrew Loftin

Brookline Investments, Inc.

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About James Edward andrew Loftin

James Loftin is a Managing Director at Brookline Investments, Inc. James is a Registered Representative with Brookline Investments, Inc. and Castle Hill Capital Partners, Inc. James has been in the industry since 2007. James specializes in providing investment advice for high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. James has a background in finance and has worked at several prominent firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Steinberg Asset Management, MSD Capital, and Vulcan Value Partners. James is a Chartered Financial Analyst.

Firm Information

James Loftin is currently registered with Brookline Investments, Inc.. Brookline Investments, Inc. is an investment advisor headquartered in Birmingham, AL. The firm advises high-net-worth individuals, pension and profit-sharing plans, corporations, and pooled investment vehicles. They provide portfolio management services for individuals and pooled investment vehicles, as well as selection of other advisors. Brookline Investments manages approximately $332.4 million in assets.
Brookline Investments, Inc.

2830 CAHABA ROAD

BIRMINGHAM, AL 35223

$332.39M

Assets Under Management

Not reported

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Private fund incentive fees

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James Loftin’s Registration & Firm History

AL

03/15/2024 - Present

Brookline Investments, Inc. (BIRMINGHAM AL)

NY

09/25/2007 - 12/08/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/16/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/27/2024

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Edward andrew Loftin.
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