David
Harvey
Ger Loftin Wealth Advisors, LLC
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About this Advisor
David Harvey is a financial advisor based in Duluth, Georgia, working with Ger Loftin Wealth Advisors, LLC. David has previously held positions at Ger Loftin Wealth Advisors, LLC and American Airlines. David has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, David is part of Ger Loftin Wealth Advisors, LLC, which operates out of Duluth, Georgia. The firm has 6 employees and manages assets totaling $233.6 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Ger Loftin Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Ger Loftin Wealth Advisors, LLC Brokerage Details
$233,579,777
6
1,440
$162,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
David Harvey Work History
Ger Loftin Wealth Advisors, LLC
American Airlines
Disclosures
Please visit the SEC profile of David Harvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ger Loftin Wealth Advisors, LLC
Duluth, GA
Duluth, GA
Duluth, GA
Duluth, GA
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