Unclaimed Profile

John George Marshall

RNC CAPITAL MANAGEMENT LLC·LOS ANGELES, California

Series 65Clean record28 years registeredRNC CAPITAL MANAGEMENT LLC

11601 WILSHIRE BLVD., 25TH FLOOR, LOS ANGELES, CA 90025-1770CRD# 2141045Firm CRD# 108618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John George Marshall · LOS ANGELES, CA

Registration

CRD #2141045 · RNC CAPITAL MANAGEMENT LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RNC CAPITAL MANAGEMENT LLC

GENTER CAPITAL MANAGEMENT

Jul 1998 – Dec 2023

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 17, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RNC CAPITAL MANAGEMENT LLC

CRD 108618 · SEC 801-55484

AUM

$4.2B

Regulatory assets under management

Employees

4,017 client accounts

Services offered by RNC CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at RNC CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does John George Marshall offer?

John George Marshall specializes in Investment Management, Wealth Management.

What are John George Marshall's credentials?

John George Marshall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John George Marshall located?

John George Marshall is based in LOS ANGELES, California, last registered with RNC CAPITAL MANAGEMENT LLC.

How does John George Marshall charge for services?

John George Marshall's firm is compensated through percentage of aum, other: one time initial set-up fee of $250. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RNC CAPITAL MANAGEMENT LLC?

RNC CAPITAL MANAGEMENT LLC has approximately 65 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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