Unclaimed Profile

Julia Margaret Mccallin

EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS·NEW WINDSOR, New York

Clean recordEMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS

103 EXECUTIVE DR., SUITE 503, NEW WINDSOR, NY 12553CRD# 4897300Firm CRD# 133740

Profile Verification

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

Identity

Julia Margaret Mccallin · NEW WINDSOR, NY

Registration

CRD #4897300 · EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julia Margaret Mccallin is a registered financial advisor based in NEW WINDSOR, New York, affiliated with EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS

EMERITI RETIREMENT HEALTH SOLUTIONS

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Market timing services

Other

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 4897300

Firm CRD# 133740

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julia Margaret Mccallin offer?

Julia Margaret Mccallin is a registered financial advisor in NEW WINDSOR, New York. Contact their office for details on services offered.

What are Julia Margaret Mccallin's credentials?

Julia Margaret Mccallin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julia Margaret Mccallin located?

Julia Margaret Mccallin is based in NEW WINDSOR, New York, working with EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS. Their office serves clients in the NEW WINDSOR metropolitan area and surrounding communities.

How does Julia Margaret Mccallin charge for services?

Julia Margaret Mccallin's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS?

EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS has approximately 6 employees. The firm is registered with the SEC as an investment adviser.

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