Thomas
Loftin

Pfs Investments Inc

CRD#7670281
Investment Advisor
in Bethel, CT

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About this Advisor

Thomas Loftin is a financial advisor based in Bethel, Connecticut, working with Pfs Investments Inc. Thomas has previously held positions at Primerica Financial Services, Pfs Investments Inc, Curtis Mallet-Prevost, Colt And Mosle Llp, and Mtm Technologies Inc. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Thomas is part of Pfs Investments Inc, which operates out of Bethel, Connecticut. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6 Berkshire Blvd Ste 307
Bethel, CT 06801

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

CT Average: $3,570,121,308
Total Number of Employees

3,590

CT Average: 58
Total Number of Accounts

59,808

CT Average: 1,608
Average Account Size

$141,486

CT Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Thomas Loftin Work History

2022 - Present (3 years)

Primerica Financial Services

2022 - Present (3 years)

Pfs Investments Inc

2017 - Present (8 years)

Curtis Mallet-Prevost, Colt And Mosle Llp

2012 - 2017 (5 years)

Mtm Technologies Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Thomas Loftin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Michael Giordano
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Alden Small
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Micah Wood
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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