Jim Bullock

Jim Bullock, CFS has a strong background in the financial industry with experience in various roles. Jim is currently working as the Senior Vice President, National Director of RIA & FO Sales at Carter Funds. Prior to this, they held the position of Senior Vice President, Capital Markets at Landmark Dividend LLC and Vice President, Capital Markets at the same company. Jim also served as a Senior Advisor Consultant and External Wholesaler at Integrity Advisor Solutions and as a Senior Regional Business Consultant and External Wholesaler at Curian Capital. Furthermore, they worked as a Senior Vice President and External Wholesaler at Cole Real Estate Investments. Earlier in their career, they worked at Jackson National Life Insurance as a Business Development Consultant, where they were promoted from an Internal Wholesaler role. Jim started their career at Fidelity Investments as a Financial Representative.

Jim Bullock, CFS, studied Financial Services at Brigham Young University Marriott School of Business. Jim also holds several certifications, including Certified Fund Specialist and Certified in Alternative Investments from the Institute of Business & Finance. Additionally, they have obtained certifications such as Series 63 - Uniform Securities Agent State Law, Series 66 - Uniform Combined State Law, and Series 7 - General Securities Representative from the Financial Industry Regulatory Authority (FINRA).