Derek L. Rackley

LOFTIN WEALTH PARTNERS

Johns Creek, GA 30097

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CRD#: 5783234

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

AMRACK FITNESS; NOT INVESTMENT-RELATED; BUFORD, GA; OWNER; NO ACTIVE ROLE DURING NORMAL BUSINESS HOURS, WIFE RUNS DAILY BUSINESS. ATLANTA FALCONS; NOT INVESTMENT-RELATED; FLOWER BRANCH, GA; APPROX 16 HRS/MO, 8 HRS/MO DURING TRADING HOURS; SPORTS MEDIA HOST AND ANALYST. WESTWOOD ONE SPORTS RADIO; NOT INVESTMENT RELATED; BUFORD, GA; ON WEEKENDS I TRAVEL TO VARIOUS LOCATIONS TO PROVIDE ON-AIR GAME ANALYSIS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Lance Rackley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 7, 2024 - Present

LOFTIN WEALTH PARTNERS

Office #1: 6470 E Johns Crossing Suite 230, Johns Creek, GA 30097

RIA

CRD#: 305359

Johns Creek, GA

Past

July 30, 2010 - March 19, 2013

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

June 23, 2010 - March 19, 2013

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LOFTIN WEALTH PARTNERS

GER LOFTIN WEALTH ADVISORS, LLC | LOFTIN WEALTH PARTNERS

CRD#: 305359 / SEC#: 801-117350

RIA

Registered Investment Advisory firm - (9/17/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(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

State Security Law Exam

IAR

Series 65

Date: 10/8/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/23/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 8/13/2010

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/22/2010

General Securities Representative Examination

Current Firm

LOFTIN WEALTH PARTNERS

GER LOFTIN WEALTH ADVISORS, LLC | LOFTIN WEALTH PARTNERS

CRD#: 305359 / SEC#: 801-117350

RIA

Registered Investment Advisory firm - (9/17/2019 Approved)

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Contact information

Main Address

6470 E Johns Crossing Suite 230, Johns Creek, GA 30097

Mailing Address

Phone number

(888) 556-3846

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GER LOFTIN WRAP FEE BROCHURE (3/17/2025)

GER LOFTIN FORM ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,033
AUM (Assets Under Management)	$ 292,423,448

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Derek L. Rackley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Lance Rackley's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

LOFTIN WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/8/2024

Series 66

Date: 7/23/2010

Series 31

Date: 8/13/2010

Series 7

Date: 6/22/2010

Current Firm

LOFTIN WEALTH PARTNERS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LOFTIN WEALTH PARTNERS

TRUST BUT VERIFY

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