Gage Colby Loftin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Provo, UT
• 03/2016 → 07/2018
  Complete Retirement Solutions Group
  Spanish Fork, UT
• 10/2018 → 01/2019
  Bank Of America, N.A.
  Provo, UT
• 02/2019 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Provo, UT
• 02/2019 → 10/2024
  Bank Of America, N.A.
  Provo, UT
• 11/2024 → Present
  Zions Bank
  Salt Lake City, UT
• 11/2024 → Present
  Lpl Financial
  Salt Lake City, UT

Previous Registrations

• 2019-02-20 → 2024-11-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Provo, UT

Other Businesses

1) 10/2024 - Zions Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-01-24
• S65 Uniform Investment Adviser Law Examination
  2019-01-15

Other Names

• Gage Loftin
• Gage Colby Loftin