Ppc Jason Lunsford
Retirement Plan Services Practice Leader and Advisor
With work experience over 11 years, Ppc Jason Lunsford is now working at Dixon Hughes Goodman Wealth Advisors situated in 1456 as a Retirement Plan Services Practice Leader and Advisor. Ppc received his education from 2001 to 2003 at the Marshall University. Ppc Jason Lunsford is a proven expert, that is proven by qualifications : Accredited Investment Fiduciary, Chartered Retirement Plans Specialist, and Accredited Asset Management Specialist. This person is located in Charleston, West Virginia. To contact with Ppc, you can search for their phone or e-mail address or get full info by requesting access to this professional's additional details on this website.
Name variants:
Ppc Lunsford
Last updated Oct 15, 2024
Contact Information
Workplace
Retirement Plan Services Practice Leader and Advisor
Asheville, NC
Industry
Investment Management, Finance and Insurance, Security, Commodity Contracts and Similar Activity, Other Financial Investment Activities
Colleagues
Work History
Retirement Plan Services Practice Leader and Advisor
500 Ridgefield Ct, Asheville, NC 28806
In 2013, Jason helped create and currently leads the DHGWA – Retirement Plan Services division. RPS provides multiple aspects of retirement pan management by leveraging the depth and knowled...
from Mar 2013
Financial Advisor
500 Ridgefield Ct, Asheville, NC 28806
I consult with individual and corporate clients to determine their financial best interests.
from Mar 2010
Education
2001 — 2003
1995 — 1999
Occupations
Executive
Practice Leader
Advisor
Operations Manager
Skills
Strategic Financial Planning
Financial Analysis
Financial Advisory
Financial Markets
Investments
Investment Advisory
Investment Strategies
Investment Management
Retirement
Retirement Planning
Retirement Plan Consulting
Qualified Retirement Plans
Trusted Advisor
Investment Advisory Services
Finance
Fixed Annuities
Pensions
Portfolio Management
Securities
Wealth Management
Financial Planners
Budgets
Estate Planning
Alternative Investments
Loans
Life Insurance
Series 7
Mutual Funds
Series 6
Series 65
Needs Analysis
Wealth Management Services
Series 63
Etfs
Profit Sharing
Long Term Care Insurance
Long Term Care
Personal Finance
Tax
Credit
Mortgage Lending
Fixed Income
Uniform Combined State Law
Banking
Insurance
Iras
401K
401K Rollovers
FAQs about Ppc Jason Lunsford
What is the main profession of Ppc Jason Lunsford?
This professional's job is Retirement Plan Services Practice Leader and Advisor
What jobs is Ppc proficient at at?
The expert is a professional Executive and Practice Leader jobs.
Where does Ppc Jason Lunsford currently live?
Ppc lives in Charleston, West Virginia.
Where did Ppc Jason Lunsford work?
The expert worked at Dixon Hughes Goodman Wealth Advisors Llc, Rbc Wealth Management.
What education does Ppc Jason Lunsford have?
Ppc studied at the Marshall University from 2001 to 2003.
What are the certifications of Ppc Jason Lunsford?
The professional received the following certifications: Accredited Investment Fiduciary, Chartered Retirement Plans Specialist, Accredited Asset Management Specialist, and Professional Plan Consultant.
Are there any professional industries Ppc Jason Lunsford works in?
Ppc Jason Lunsford works in Investment Management industry.
What are the skills of Ppc Jason Lunsford?
This professional has skills in the following areas: Strategic Financial Planning, Financial Analysis, Financial Advisory, Financial Markets, Investments, Investment Advisory, and Investment Strategies.