Jim McCrory
I help advisors set up MEPs, PEPs and MEAPs for their client organization’s members/clients
- Role
- Director of Mep, Pep and Meap Marketing and Sales - Lincoln Financial Distributors at Lincoln Financial
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jim McCrory
j••••••••@lfd.com (67••••••80 Dynamic, highly motivated and…
Experience
Director of Mep, Pep and Meap Marketing and Sales - Lincoln Financial Distributors
Jan 2016 — Present · Atlanta, GA, US
Education
Georgia State University
N/A, Actuarial Science
1991 — 1993
Auburn University
BS, Mathematics and Education
1983 — 1988
Skills
- Series 6
- Insurance
- Series 7
- Series 63
- Fixed Annuities
- Retirement Plan Consulting
- Defined Benefit
- 401k
- Mutual Funds
- Retirement Planning
- Finra
- Retirement
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