Jim Mothorpe - Financial – Investments

Member Profile

Member Bio

Affiliated with Capital Investment Advisory Services, LLC. Securities offered through Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Ste. 200, Raleigh, NC 27609 (919)831-2370

    Contact Info
  • Phone: 770-842-0319
  • Team: Peachtree City
  • Introduced by Mark Phillips
  • Joined on 2/2/2000

Recent Comment

What to SAY to GET Referrals: The Green Card = WHO + HOW -Work

The “Who” would be a company’s HR manager. The product offered is a SIMPLE IRA as mentioned in the Blue, Purple and Red cards. The “How” or work product would be a company’s benefits handbook, the documentation. The handbook is the source document for discussing company benefits. A retirement plan (SIMPLE IRA) would be listed. If no retirement plan is offered that becomes the gist of the referral request.

Awards & Recognition

Membership
  • 3 year
  • 5 year
  • 10 year
  • 15 year
Leadership
  • TeamCoOrdinator
  • ParticipationCoOrdinator
  • VisitorCoOrdinator
  • MembershipCoOrdinator
  • MentorCoOrdinator
  • Officer Hand Pin
  • Orientation Panelist
Team Recognition
  • Teamwork Pin Award
Development
  • Orientation
  • InfoMinute Seminar
  • GateOpener 101
  • Best Client Workshop
  • 7-Minute Workshop Presentation
  • Filling the Filing Cabinet
Sponsorship
  • Gold Star
  • MVP
  • Shooting Star

Members Sponsored

  • Kevin Rogers
  • Ben Jerrell
  • Debra Scott
  • Janice Turner
  • Michelle Brooks
  • Walter Graves
  • Paul-Ann Gray
  • John Young
  • Johnnie Duggans
  • Al Wilson
  • Robert Rosser
  • Brett Vincent
  • Caridad Cameron
  • Dr. Kyle Edwards
  • Dianne Stagner
  • Mathew Garcia
  • Jonathon Pierce
  • Julianne Seeley
  • Debbie Moore
  • Gloria Burford
  • Sheryl Singletary
  • Ken DeRose-Broeckert
  • Shaun Vernon
  • Monte Raynor
  • Ricky Thacker
  • Tammy Lanier
  • Amy Birchfield
  • Nick Rider
  • Jeff Bartholomew
  • Maggie McSweeney

Company Profile

Company Profile

My best clients have goals but don’t have time to research financial solutions. What they want are well thought out, easy to understand and implement, strategies.

    Company Contact Info
    Capital Investment Companies
  • 205 Kentwood Drive
  • Peachtree City, GA
  • 30269
  • Phone: 770-486-3807
  • Website: http://www.jimmothorpe.com
  • Fax: 770-486-3804

Member Email

  • This field is for validation purposes and should be left unchanged.
  • Accepted file types: pdf.
    No spaces in your file names.