Edward
Loftice
Montgomery Financial
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About this Advisor
Edward Loftice is a financial advisor based in Sykesville, Maryland, working with Montgomery Financial. Edward has previously held positions at National Benefit Corp, Tounjian Advisory Group, LLC, Loftice Financial Services, LLC, Ed Loftice, Montgomery Financial Services, LLC, and Mfs Wealth LLC. Edward has passed the Series 65 regulatory exam and is registered to provide services in Maryland and Pennsylvania. Currently, Edward is part of Montgomery Financial, which operates out of Sykesville, Maryland. The firm has 1 office and 6 employees. The firm manages assets totaling $112.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Montgomery Financial includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Montgomery Financial Brokerage Details
$112,945,500
6
897
$125,915
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Edward Loftice Work History
Montgomery Financial Services, LLC
Mfs Wealth LLC
Loftice Financial Services, LLC
Ed Loftice
Tounjian Advisory Group, LLC
National Benefit Corp
Disclosures
Please visit the SEC profile of Edward Loftice 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 Montgomery Financial
Ocean City, MD
Ocean City, MD
Ocean City, MD
Sykesville, MD
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