Unclaimed Profile

Gail Ritter Egbert

JOHNSTON JAMES M & ASSOCIATES INC·GLENDALE, Colorado

Clean recordJOHNSTON JAMES M & ASSOCIATES INC

4500 CHERRY CREEK DRIVE SOUTH, GLENDALE, CO 80246CRD# 1156900Firm CRD# 106048

Profile Verification

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

Identity

Gail Ritter Egbert · GLENDALE, CO

Registration

CRD #1156900 · JOHNSTON JAMES M & ASSOCIATES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gail Ritter Egbert is a registered financial advisor based in GLENDALE, Colorado, affiliated with JOHNSTON JAMES M & ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

JOHNSTON JAMES M & ASSOCIATES INC

JOHNSTON & ASSOCIATES INC

AUM

$398M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JOHNSTON JAMES M & ASSOCIATES INC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1156900

Firm CRD# 106048

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Frequently Asked Questions

What services does Gail Ritter Egbert offer?

Gail Ritter Egbert specializes in Financial Planning, Investment Management. Contact their office in GLENDALE, Colorado for a consultation.

What are Gail Ritter Egbert's credentials?

Gail Ritter Egbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gail Ritter Egbert located?

Gail Ritter Egbert is based in GLENDALE, Colorado, working with JOHNSTON JAMES M & ASSOCIATES INC. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.

How does Gail Ritter Egbert charge for services?

Gail Ritter Egbert's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOHNSTON JAMES M & ASSOCIATES INC?

JOHNSTON JAMES M & ASSOCIATES INC has approximately 4 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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