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Team from United Planners jumps to LPL

United Planners LPL James Loftin

Georgia-based GER Loftin Wealth Advisors oversees $225 million in client assets.

A team of advisors who managed $225 million in client assets at United Planners Financial Services has joined LPL Financial’s broker-dealer, RIA and custodial platforms, the firm announced Monday.GER Loftin Wealth Advisors is based in Johns Creek, Georgia, and led by James Loftin, an Air Force vet

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