Get your Emails warmed up and ready to send
Build sender reputation and reach more inboxes with automated email warmup.
Warm up your emails
Starting at $49/month
Jim Trull
Wealth Manager @Pathfinder Wealth Consulting
Signup · Get unlimited contacts
WORK HISTORY
Wealth Manager @Pathfinder Wealth Consulting
1255 Crescent Green Ste 440 Cary, NC 27518 | 91••••••18 | j•••••@keystonefinancialpartners.comKeystone Financial Partners is an investment firm that helps successful professionals, affluent retirees, and widows make smart financial decisions. Jim Trull, AIF®, CFP®, the president and founder of the firm, understands the needs of successful retirees and individuals approaching retirement. In addition, as the result of more than 20 research interviews, Jim has become innately in tune with the unique needs of the widow community. Securities and Advisory Services offered through Commonwealth Financial Network, Member a Registered Investment Adviser.This communication is strictly intended for individuals residing in the states of AZ, CA, FL, MA, MD, ME, NC, OH, PA, SC, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please see our Terms of Use here:
SKILLS
ABOUT JIM TRULL
After 43 years as a practicing Certified Financial Planner™, I transitioned from leading…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.