Jeff Talley Email
Financial Advisor
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Jeff Talley Location
- Stanfield, NC, US
Jeff Talley Work
- Financial Advisor @ Founders Wealth Advisors (July 2016 - Present)
- President @ Uwharrie Investment Advisors (January 1997 - July 2016)
Jeff Talley Education
- UNCC
Master of Business Administration (MBA) (Concentration in Finance)
2001-2003 - UNCC
Bachelor of Arts (B.A.) (Economics)
1992-1996
Jeff Talley Skills
- 401k
- Asset Allocation
- Asset Management
- Investment Advisory
- Investments
- Portfolio Management
- Relationship Management
- Sales
- Series 7
- Wealth Management
- Wealth Management Services
Jeff Talley Summary
- Jeff Talley, based in Stanfield, NC, US, is currently a Financial Advisor at Founders Wealth Advisors. Jeff Talley brings experience from previous roles at Uwharrie Investment Advisors. Jeff Talley holds a 2001 - 2003 Master of Business Administration (MBA) in Concentration in Finance @ UNCC. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Investment Advisory, Investments and more. Jeff Talley has 1 emails on RocketReach.
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