Mark Loftus
Mark Loftus is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Downers Grove, IL, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1901 Butterfield Rd, Suite 100, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2002Customer Dispute
May 2002Customer Dispute
March 1995Other Business Activities
Mark is involved in several business entities related to his wealth management practice. These include Independent Wealth Partners, Loftus & Preusser Wealth Partners, Loftus Group LLC, and MSL Enterprises, Inc., taking up about half of Mark's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wells Fargo Advisors, LLC
Wachovia Securities, LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations37 states
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.