Unclaimed Profile

James M Gearin

VF INVESTMENT SERVICES CORP.·HORSHAM, Pennsylvania

Clean recordVF INVESTMENT SERVICES CORP.

800 ENTERPRISE ROAD, HORSHAM, PA 19044CRD# 1405150Firm CRD# 121445

Profile Verification

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

Identity

James M Gearin · HORSHAM, PA

Registration

CRD #1405150 · VF INVESTMENT SERVICES CORP.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James M Gearin is a registered financial advisor based in HORSHAM, Pennsylvania, affiliated with VF INVESTMENT SERVICES CORP.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

VF INVESTMENT SERVICES CORP.

MAGIS FINANCIAL PARTNERS

AUM

$242M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VF INVESTMENT SERVICES CORP. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: THIRD PARTY ADVISORY FEES

Regulatory

SEC/IARD CRD# 1405150

Firm CRD# 121445

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James M Gearin offer?

James M Gearin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HORSHAM, Pennsylvania for a consultation.

What are James M Gearin's credentials?

James M Gearin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James M Gearin located?

James M Gearin is based in HORSHAM, Pennsylvania, working with VF INVESTMENT SERVICES CORP.. Their office serves clients in the HORSHAM metropolitan area and surrounding communities.

How does James M Gearin charge for services?

James M Gearin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VF INVESTMENT SERVICES CORP.?

VF INVESTMENT SERVICES CORP. has approximately 4 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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