Jim Bullock

Senior Vice President, National Director of Ria & Fo Sales @Carter Funds

Denver, CO, US
EMAILS
j•••••••@carterfunds.com
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Aug 2021 — Present

Senior Vice President, National Director of Ria & Fo Sales @Carter Funds

View department →

Denver, CO, US

EDUCATION

N/A

Brigham Young University Marriott School of Business

Financial Services

SKILLS

InvestmentsFinancial AdvisoryCertified Fund Specialist (Cfs)Financial ServicesSeries 63WholesalingWholesaleRetirementVariable AnnuitiesRetirement PlanningBusiness DevelopmentWealth ManagementFinanceAlternative InvestmentsSeparately Managed AccountsAsset AllocationMutual FundsSeries 7

ABOUT JIM BULLOCK

Senior Vice President, National Director of RIA & FO Sales at Carter Funds — Digital Infrastructure, Data Centers

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.