Profiel
Mr. Jimmy R.
Talton, III MBA, is Senior Vice President & Financial Advisor at CapFinancial Partners LLC.
He joined the firm in October 2003.
Mr. Talton career in the investment advisory services industry began in 1993 when he joined Interstate Johnson Lane’s Investment Consulting Group.
He was also employed as a Principal by Wachovia Securities Financial Network LLC.
He currently serves as a member of the Board of Directors for Communities in Schools of Wake County and a as member of the vestry for Holy Trinity Church.
Mr. Talton earned a Bachelor of Science degree in Business Administration from Clemson University and a MBA from the University of Florida.
He is certified as an Accredited Investment Fiduciary by the Center for Fiduciary Studies in association with the University of Pittsburgh Katz School of Business.
Eerdere bekende functies van Jimmy R. Talton
Bedrijven | Functie | Einde |
---|---|---|
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | 30-09-2003 |
Interstate/Johnson Lane Corp. | Corporate Officer/Principal | - |
Opleiding van Jimmy R. Talton
Clemson University | Undergraduate Degree |
University of Florida | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 2 |
---|---|
Interstate/Johnson Lane Corp. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |