James Sloop Email and Phone Number
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Founders Financial Alliance, LLC located in Raleigh, North Carolina operates on LPL’s Hybrid RIA platform and provides customized strategies to Independent Financial Advisors. Established in 2014, FFA is a firm that provides unwavering support to Advisors looking to create their own unique private practice without the hassles of running a business. You are the brand. Your clients use your services because they trust you. We are here to provide a home to build your brand and bring value to your client relationships.Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Founders Financial Alliance, LLC, a registered investment advisor and separate entity from LPL Financial.For hyperlinks to FINRA and SIPC, please refer to website section above.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.The LPL Financial registered representative associated with , this page may only discuss and/or transact business with residents of the following states: AL, AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY
Founders Financial Alliance, Llc
View- Website:
- foundersfinancialalliance.com
- Employees:
- 6
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Branch Operations ManagerFounders Financial Alliance, Llc Aug 2014 - PresentChapel Hill, Nc 27517
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Investment AssociateSuntrust Investment Services Mar 2013 - Aug 2014Direct assistant to a group of Private Financial AdvisorsDescription:Oversaw work flow, organizational and operational processes for the group including preparation of proposals, completion of paperwork, and document review for compliance standards.Responsible for analyzing client portfolios for adherence to risk tolerance and making recommendations for changes to producers.Worked with financial planning software and created basic financial plans for retail level clients. -
Financial AdvisorSuntrust Investment Services Sep 2012 - Feb 2013Graham, NcPartnered with an established advisor, responsible for managing clients and a book of business totaling $70MM in assets.Description: Incorporated with financial planning as a focal point to assist clients with retirement, estate, investment, and insurance needs.Responsible for four retail branches with 25+ branch teammates in the areas of coaching and training of referral, product, and planning processes.
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Financial ConsultantSuntrust Investment Services Jan 2011 - Sep 2012Associate to Private Wealth Investment Advisor dealing with clients of over $1MM in investable assets.Description:As a member of the Private Wealth Team, conducted client account reviews; including portfolio analysis, asset allocation, cash flow/retirement projection, and insurance analysis.Interacted with other members of the Private Wealth Team including: Client Advisor, Estate and Business Planner, Trust Specialist, Credit, and Senior Financial Planner.Made recommendations to advisor and clients based on findings.Led 401k enrollment meetings for current business clients.
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Investment AssociateSuntrust Investment Services Dec 2003 - Jan 2011Direct assistant to a team of Financial Advisors Description:Oversaw work flow, organizational and operational processes for the team including preparation of proposals, completion of paperwork, and document review for compliance standards.Responsible for analyzing client portfolios for adherence to risk tolerance and making recommendations for changes to producers.Worked with financial planning software and created basic financial plans for retail level clients.
James Sloop Skills
James Sloop Education Details
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Management And Finance
Frequently Asked Questions about James Sloop
What company does James Sloop work for?
James Sloop works for Founders Financial Alliance, Llc
What is James Sloop's role at the current company?
James Sloop's current role is Branch Operations Manager at Founders Financial Alliance, LLC.
What is James Sloop's email address?
James Sloop's email address is ja****@****ust.com
What is James Sloop's direct phone number?
James Sloop's direct phone number is +133637*****
What schools did James Sloop attend?
James Sloop attended Guilford College.
What are some of James Sloop's interests?
James Sloop has interest in Cooking, Wireless Technology, Building Computers, Golf, Guitar And Piano, Computer Gaming.
What skills is James Sloop known for?
James Sloop has skills like Financial Services.
Who are James Sloop's colleagues?
James Sloop's colleagues are Robin Hailey.
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