Carol Perry Lotfi

Finance

Profile

Ms. Lotfi joined TGS Financial Advisors in April 2007.
She has several years experience in the financial industry including working in the Merrill Lynch office.
She re-entered the workforce in 2004.

Former positions of Carol Perry Lotfi

Companies	Position	End
Professional Financial Advisors, Inc. (Radnor, Pennsylvania) Professional Financial Advisors, Inc. (Radnor, Pennsylvania) Investment ManagersFinance Professional Financial Advisors, Inc. (dba TGS Financial Advisors) is an independent SEC-registered wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Jim Hemphill and Dave Burd in 1990. TGS Financial Advisors offers discretionary investment advisory services, financial planning, and related consulting services to individuals, business entities, trusts, estates, charitable organizations, and pension and profit-sharing plans.	Sales & Marketing	31/12/2010

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Experiences
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Private companies

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Linked companies

Private companies	1
Professional Financial Advisors, Inc. (Radnor, Pennsylvania) Professional Financial Advisors, Inc. (Radnor, Pennsylvania) Investment ManagersFinance Professional Financial Advisors, Inc. (dba TGS Financial Advisors) is an independent SEC-registered wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Jim Hemphill and Dave Burd in 1990. TGS Financial Advisors offers discretionary investment advisory services, financial planning, and related consulting services to individuals, business entities, trusts, estates, charitable organizations, and pension and profit-sharing plans.	Finance