James Loftin is a CFA-designated registered investment advisor, based in Birmingham, AL, with 8 years of industry experience.
Location
2830 Cahaba Road, Suite 100, Birmingham, AL, 35223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a managing member of Kings Mountain Real Estate Group, LLC, a commercial real estate-related business. He is also a Registered Representative with Castle Hill Capital Partners, Inc. and a member of the managing member of private funds in which Brookline Investments, Inc. is the investment adviser.
Employment History
Current Registrations
Castle Hill Capital Partners, INC.
Castle Hill Capital Partners, INC.Broker
Brookline Investments, INC.
Previous Registrations
Vulcan Value Partners LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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