Profil
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.
Anciens postes connus de Jimmy R. Talton
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de Jimmy R. Talton
| Clemson University | Undergraduate Degree |
| University of Florida | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
