James Kirkland Email & Phone Number
President @ Preferred Planning Associates
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James Kirkland Location
- Dayton, OH, US
James Kirkland Work
- President @ (January 2009 - Present)
- Financial Advisor @ (September 2002 - Present)
- Financial Advisor @ (September 1999 - July 2002)
James Kirkland Skills
- IRAs
- Series 7
- Investment Advisory
- Wealth Management
- 401k
- Financial Advisory
- Fixed Annuities
- Finance
- Employee Benefits
- Investments
- Estate Planning
- Financial Planners
- Succession Planning
- Bonds
- Project Planning
- Long Term Care Insurance
- Staff Development
- Asset Allocation
- Investment Strategies
- Series 24
- Alternative Investments
- Financial Services
- 401k Rollovers
- Insurance
- Asset Management
- Portfolio Management
- Equities
- Wealth Accumulation
- Services
- Planning
- Financial Reporting
- Securities
- Research
- Customer Service
- Sales
James Kirkland Summary
- James Kirkland, based in Dayton, OH, US, is currently a President at Preferred Planning Associates. James Kirkland brings experience from previous roles at Preferred Planning Associates and American Express Financial Advisors. With a robust skill set that includes IRAs, Series 7, Investment Advisory, Wealth Management, 401k and more. James Kirkland has 1 emails and 1 mobile phone numbers on RocketReach.
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James Kirkland
President
Dayton, OH, US
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