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George Rall

Loftin Wealth Partners
43 Years of Experience
Johns Creek, GA
2 Disclosures
View SEC Summary
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George Rall is a registered investment advisor at Loftin Wealth Partners, based in Johns Creek, GA, with 43 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 387 clients with $340M in assets under management.

Loftin Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
387 clients
Average Client Portfolio
$890K average
Assets Under Management
$344.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.50%
$5M+1.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6470 E Johns Crossing, Suite 230, Johns Creek, GA, 30097

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2012
Final
Employment Separation After Allegations
October 2009
View Full SEC ReportHow to Read Disclosures
Other Business Activities

George is involved with GER Financial LLC for tax/investment purposes, dedicating minimal time. He also provides investment advisory services through GER Loftin Wealth Advisors, LLC, spending nearly full-time on this activity.

Employment History
Current Registrations
Loftin Wealth Partners
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
August 2023 - March 2026 · 2 yrs 7 mos
Ger Loftin Wealth Advisors, LLC
October 2019 - December 2019 · 2 mos
United Planners' Financial Services of America a Limited PartnerBroker
October 2009 - August 2023 · 13 yrs 10 mos
United Planners' Financial Services of America a Limited Partner
October 2009 - August 2023 · 13 yrs 10 mos
Raymond James Financial Services Advisors, INC
January 2009 - October 2009 · 9 mos
Raymond James Financial Services
September 2005 - January 2009 · 3 yrs 4 mos
Ger Wealth Advisors, LLC
April 2003 - December 2004 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
November 1997 - October 2009 · 11 yrs 11 mos
Securities America, INC.Broker
February 1990 - November 1997 · 7 yrs 9 mos
Guardian Investor Services CorporationBroker
August 1988 - February 1990 · 1 yr 6 mos
Fsc Securities CorporationBroker
September 1985 - September 1988 · 3 yrs
Ids Financial Services INC.Broker
August 1983 - September 1985 · 2 yrs 1 mo
Ids Marketing CorporationBroker
August 1983 - September 1985 · 2 yrs 1 mo
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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