Jim Wilkie
Cfp Professional @LPL Financial
Greensboro, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2004 — Present
Cfp Professional @LPL Financial
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EDUCATION
1987 — 1991
University of North Carolina at Greensboro
BS, Finance
SKILLS
InsuranceEstate PlanningSeries 7Retirement PlanningLife InsuranceAnnuitiesInvestmentsWealth Management ServicesFinraDisability InsuranceMutual FundsNon-Traded Real EstateAsset AllocationLong Term Care InsuranceSecuritiesStocksSeparately Managed AccountsRetirementBusiness Development CompaniesPrivate DebtSeries 63Series 6Etf'sSeries 24Long-Term CareCertified Financial Planner
ABOUT JIM WILKIE
Experienced Managing Partner with a demonstrated history of working in the financial…
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