Team from United Planners jumps to 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 veteran, and George Rall Jr., an Army National Guard veteran.

Loftin has 23 years of experience, according to his BrokerCheck report, and had been affiliated with United Planners since 2010. Rall has 40 years of experience and had been affiliated with United Planners since 2009.

Loftin and Rall, who began working together in 2010, have a faith-based business that focuses on building long-term relationships with clients.

“We are educators at heart and we truly believe that an informed client is the best client,” Loftin said in a statement. “When working with our clients, we have a coach-to-player relationship. No matter where they are starting, or what their financial goals are, we are with them every step of the way.”

The team’s focus on clients led them to LPL.

“We looked at nearly a dozen firms, but when we saw everything LPL offered and heard all the positive reviews from our industry peers, it was a no-brainer,” Loftin said. “From their service model and comprehensive support to their integrated and innovative technology — everything LPL offers shows they are committed to helping us provide an exceptional client experience.”

The GER Loftin team includes advisors David Harvey, Jack Metzger and Keir Pienaar, chief operating officer Cindy Scheffler, and support staff.