Derek Lance Rackley
Professional Summary
Derek Lance Rackley is a registered financial advisor currently at LOFTIN WEALTH PARTNERS located in Johns Creek, Georgia. Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Derek has worked at 2 firms and has passed the Series 65, Series 66, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
GER LOFTIN WEALTH ADVISORS, LLC | LOFTIN WEALTH PARTNERS
Contact Information
Main Address
6470 E Johns Crossing Suite 230, Johns Creek, GA 30097Phone Number
(888) 556-3846# of Employees
6SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,466AUM (Assets Under Management)
$344,490,661Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
GER LOFTIN WEALTH ADVISORS, LLC | LOFTIN WEALTH PARTNERS
State Registrations and Notice Filings
(11/7/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Derek Lance Rackley's CRS (Customer Relationship Summary).
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