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James M Gearin

VF INVESTMENT SERVICES CORP.·HORSHAM, Pennsylvania
SIE, Series 6, Series 26, Series 63, Series 99TOClean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
VF INVESTMENT SERVICES CORP.
CRD 121445 · SEC 801-72956
AUM
$242M
Regulatory assets under management
Employees
4
208 client accounts
Services offered by VF INVESTMENT SERVICES CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at VF INVESTMENT SERVICES CORP. →
Introduction

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04

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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Other Advisors at VF INVESTMENT SERVICES CORP.

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HORSHAM, PA
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John Myron Davis
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