George Edwin Rall

Current Employers

Employment History

• 10/2009 → 08/2023
  United Planners' Financial Services
  Scottsdale, AZ
• 02/2010 → Present
  Ger Loftin Wealth Advisors, Llc
  Atlanta, GA
• 01/2022 → Present
  Ger Financial Llc
  Marietta, GA
• 08/2023 → Present
  Lpl Financial Llc
  Johns Creek, GA

Previous Registrations

• 2009-10-15 → 2023-08-16
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Duluth, GA
• 2019-10-28 → 2019-12-31
  Loftin Wealth Partners
  Johns Creek, GA
• 2009-01-02 → 2009-10-13
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2005-09-21 → 2009-01-02
  Raymond James Financial Services, Inc.
  Atlanta, GA
• 2003-04-30 → 2004-12-31
  Ger Wealth Advisors, Llc
  Atlanta, GA

Other Businesses

1) 08/01/2023 - GER FINANCIAL LLC - Business Entity For Tax/Investment Purposes Only - GA 30328 - Non investment related - 1 Hour per month - Start date: 06/01/2022. 2) 08/17/2023 - LOFTIN WEALTH PARTNERS - Registered Investment Advisor Hybrid - IAR - Investment Related At Reported Business Location(s) - Start Date 10/01/2019 - 160 Hours Per Month/ 40 Hours During Trading - Time Spent 100% - I provide investment advisory services through LOFTIN WEALTH PARTNERS, an independent investment advisor firm. I started this business activity in 10/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-14
• S63 Uniform Securities Agent State Law Examination
  1983-12-01

Other Names

• George E Rall