Jill L. Ditter
GALLACHER CAPITAL MANAGEMENT
Palm Desert, CA 92260
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CRD#: 2032044
Professional summary
Jill Lynne Ditter, CFP®, who also goes by Jill L Stone, Jill Lynne Stone, is a registered financial advisor currently at GALLACHER CAPITAL MANAGEMENT, LLC located in Palm Desert, California.
Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Jill has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jill L Stone | Jill Lynne Stone
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 05/21/2013 - J & W CARPET & UPHOLSTERY CLEANERS| PREPARE YEAR END TAX RETURNS ONLY FOR HUSBANDS BUSINESS | LESS THAN 5% OF MRS. DITTERS TIME DEVOTED TO THIS BUSINESS. (2) 07/12/2013 - DBA ONLY - JD WEALTH MANAGEMENT, LLC - PALM DESERT, CA (3) 08/08/2013 - GALLACHER CAPITAL MANAGEMENT, LLC - REGISTERED INVESTMENT ADVISOR - (HYBRID) GALLACHER CAPITAL MANAGEMENT, LLC - FINANCIAL PLANNING AND FEE BASED ADVICE - OVER 90% OF TIME DEVOTED TO THIS BUSINESS - PALM DESERT, CA
CRS (Client Relationship Summary) - RIA
Click below to view Jill Lynne Ditter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
May 22, 2013 - Present
GALLACHER CAPITAL MANAGEMENT, LLC
Office #1: 72960 Fred Waring Dr. Suite 1, Palm Desert, CA 92260RIA
CRD#: 113189
Palm Desert, CA
Past
May 21, 2013 - January 7, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
PALM DESERT, CA
Past
April 11, 2005 - May 23, 2013
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PALM DESERT, CA
Past
March 16, 2005 - May 22, 2013
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
PALM DESERT, CA
Past
April 29, 2002 - February 14, 2005
TRANSAMERICA INVESTORS SECURITIES, LLC
BD
CRD#: 32205
HARRISON, NY
Past
August 22, 2000 - January 14, 2002
ARROWHEAD INVESTMENT CENTER, LLC
BD
CRD#: 41435
SAN BERNARDINO, CA
Past
August 18, 1999 - February 1, 2000
WAMU INVESTMENTS, INC.
BD
CRD#: 599
IRVINE, CA
Past
March 16, 1999 - September 29, 1999
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
HOUSTON, TX
Past
January 7, 1998 - March 21, 1999
AMERICAN GENERAL DISTRIBUTORS, INC.
BD
CRD#: 37449
HOUSTON, TX
Past
January 31, 1997 - July 30, 1997
CAL FED INVESTMENTS
BD
CRD#: 19631
SACRAMENTO, CA
Past
August 3, 1993 - January 31, 1997
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
APPLETON, WI
Past
July 14, 1992 - February 25, 1993
AEGON USA SECURITIES INC.
BD
CRD#: 13302
CEDAR RAPIDS, IA
Past
January 23, 1992 - May 6, 1992
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
BD
CRD#: 14229
NORTHRIDGE, CA
Past
April 24, 1990 - September 25, 1990
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
April 24, 1990 - September 25, 1990
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GC
GALLACHER CAPITAL MANAGEMENT, LLC
ALLAY FINANCIAL SERVICES, LLC | ZENITH INVESTMENT MANAGEMENT, LLC | SPAHN & CO, LLC | PEAK WEALTH ADVISORS, INC | MAKKAI CAPITAL MANAGEMENT | KEVIN ERNEST GALLACHER | JOHN MUMFORD INC | JD WEALTH MANAGEMENT LLC | GCM | GBG WEALTH ADVISORS | GBG | GALLACHER CAPITAL MANAGEMENT,LLC | GALLACHER CAPITAL MANAGEMENT, LLC | GALLACHER CAPITAL MANAGEMENT LLC | GALLACHER CAPITAL MANAGEMENT | FLEMING FINANCIAL | CENTRAL PARK PRIVATE WEALTH MANAGEMENT, LTD | BRINGHURST FINANCIAL SERVICE | BP FINANCIAL, LLC | BAUER FINANCIAL MANAGEMENT | ALPHA CAPITAL MANAGEMENT, LLC | ALLOCATED FINANCIAL PLANNING
CRD#: 113189 / SEC#: 801-68279
RIA
Registered Investment Advisory firm - (8/29/2007 Approved)Colorado
Registered Investment Advisory firm - (12/10/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/22/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
GC
GALLACHER CAPITAL MANAGEMENT, LLC
ALLAY FINANCIAL SERVICES, LLC | ZENITH INVESTMENT MANAGEMENT, LLC | SPAHN & CO, LLC | PEAK WEALTH ADVISORS, INC | MAKKAI CAPITAL MANAGEMENT | KEVIN ERNEST GALLACHER | JOHN MUMFORD INC | JD WEALTH MANAGEMENT LLC | GCM | GBG WEALTH ADVISORS | GBG | GALLACHER CAPITAL MANAGEMENT,LLC | GALLACHER CAPITAL MANAGEMENT, LLC | GALLACHER CAPITAL MANAGEMENT LLC | GALLACHER CAPITAL MANAGEMENT | FLEMING FINANCIAL | CENTRAL PARK PRIVATE WEALTH MANAGEMENT, LTD | BRINGHURST FINANCIAL SERVICE | BP FINANCIAL, LLC | BAUER FINANCIAL MANAGEMENT | ALPHA CAPITAL MANAGEMENT, LLC | ALLOCATED FINANCIAL PLANNING
CRD#: 113189 / SEC#: 801-68279
RIA
Registered Investment Advisory firm - (8/29/2007 Approved)Colorado
Registered Investment Advisory firm - (12/10/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10465 Park Meadows Dr #107, Lone Tree, CO 80124
Mailing Address
Phone number
(303) 708-1640
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,325 |
| AUM (Assets Under Management) | $ 487,814,567 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GALLACHER CAPITAL MANAGEMENT, LLC
CRD#: 113189Palm Desert, CA 92260TRUST BUT VERIFY
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