Sean Loftus is a registered investment advisor at Wells Fargo Advisors, based in Costa Mesa, CA, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Costa Mesa, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean owns rental property in Lahaina, HI, and has 100% ownership in Loftus Wealth and Securities Management. He also serves as trustee for the Loftus Securities and Wealth Management 401k and has 25% ownership in KELM LLC.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations23 states
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