James Gilbert, financial advisor Sherman Oaks CA

James Gilbert

CRD Number: 1128916
Current Firm: Advise And Monitor Financial

James Gilbert (CRD# 1128916) is an Investment Advisor Representative working at Advise And Monitor Financial in Sherman Oaks, CA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Pension Service Associates Securities Corporation Sherman Oaks, CA Mar 1992 - Current 30
Pension Service Associates Sherman Oaks, CA Dec 1987 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
Contact Info for James A. Gilbert
Phone Number: 3109300878
Firm Website: https://www.401keasy.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA

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