Unclaimed
Jill Lynne Ditter is a financial advisor with Gallacher Capital Management, LLC. Jill has been in the financial services industry since 1990. Jill is registered in California as an Investment Advisor Representative. Jill has a wide range of experience, including portfolio management for individuals and pooled investment vehicles, and financial planning. Jill is also a Certified Financial Planner. Jill provides services to individuals, high-net-worth individuals, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
05/22/2013 - Present
Gallacher Capital Management, LLC (LONE TREE CO)
CA
05/21/2013 - 01/07/2016
LPL FINANCIAL LLC (PALM DESERT CA)
CA
03/16/2005 - 05/22/2013
FIDELITY BROKERAGE SERVICES LLC (PALM DESERT CA)
NY
04/29/2002 - 02/14/2005
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
CA
08/22/2000 - 01/14/2002
ARROWHEAD INVESTMENT CENTER (SAN BERNARDINO CA)
CA
08/18/1999 - 02/01/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
TX
03/16/1999 - 09/29/1999
VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)
TX
01/07/1998 - 03/21/1999
AGA BROKERAGE SERVICES, INC. (HOUSTON TX)
CA
01/31/1997 - 07/30/1997
FN INVESTMENT CENTER (SACRAMENTO CA)
WI
08/03/1993 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
07/14/1992 - 02/25/1993
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
CA
01/23/1992 - 05/06/1992
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MN
04/24/1990 - 09/25/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/1990 - 09/25/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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