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CPWA, AIFSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section. Investment advice offered through Founders Financial Alliance, LLC, a registered investment advisor. Founders Wealth Advisors and Founders Financial Alliance are separate entities from LPL Financial. Third party posts found on this profile do not reflect the view ofLPL Financial and have not been reviewed by LPL Financial as toaccuracy or completeness.For a list of states in which I am registered to do business, please visit www.founderswealthadvisors.com.
Founders Wealth Advisors
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Financial AdvisorFounders Wealth Advisors Jul 2016 - Present
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PresidentUwharrie Investment Advisors Jan 1997 - Jul 2016Provide wealth management services for individuals, non-profits, etc.
Jeff Talley Skills
Jeff Talley Education Details
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UnccConcentration In Finance -
UnccEconomics
Frequently Asked Questions about Jeff Talley
What company does Jeff Talley work for?
Jeff Talley works for Founders Wealth Advisors
What is Jeff Talley's role at the current company?
Jeff Talley's current role is Financial Advisor at Founders Wealth Advisors.
What is Jeff Talley's email address?
Jeff Talley's email address is jt****@****hoo.com
What is Jeff Talley's direct phone number?
Jeff Talley's direct phone number is (704)-983*****
What schools did Jeff Talley attend?
Jeff Talley attended Uncc, Uncc.
What skills is Jeff Talley known for?
Jeff Talley has skills like Asset Allocation, Portfolio Management, Series 7, Wealth Management, 401k, Wealth Management Services, Investments, Investment Advisory, Asset Management, Relationship Management, Sales.
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