Kurt
Lofters

Southeastern Advisory Services Inc

CRD#4568334
Investment Advisor
in Atlanta, GA

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About this Advisor

Kurt Lofters is a financial advisor based in Atlanta, Georgia, working with Southeastern Advisory Services Inc. Kurt has previously held positions at Gray & Co, Consequent Capital Management LLC, and Southeastern Advisory Services. Kurt has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Kurt is part of Southeastern Advisory Services Inc, which operates out of Atlanta, Georgia. The firm has 7 employees and offers pension consulting services. The fee structure at Southeastern Advisory Services Inc includes fixed fees.

Certifications and Registrations

Series 66

Services Offered

Pension consulting services

Fee Structure

Fixed Fees

Office Location

190 Ottley Dr Suite B2A
Atlanta, GA 30324

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Southeastern Advisory Services Inc Brokerage Details

Total Number of Employees

7

GA Average: 58

Investment Advisory Services

  • Pension consulting services

Kurt Lofters Work History

2021 - Present (3 years)

Southeastern Advisory Services

2017 - 2021 (4 years)

Consequent Capital Management LLC

2007 - 2016 (9 years)

Gray & Co

Disclosures

Please visit the SEC profile of Kurt Lofters 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 Southeastern Advisory Services Inc

Ademir Zeco
Atlanta, GA
Kurt Lofters
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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