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

Change for Better

Several Feed Forward cards indicated confusion about how I was compensated for my services, was it fee or was it commission? A process called the Client Onboarding Experience was being used to move a person from prospect to satisfied client. A section was added in the beginning of the process which explained the three available business service models broker-dealer, registered investment advisor or fixed insurance. The prospect received an explanation of the services and products as well as compensation, fee or commission, associated with each model. My intent was to be very clear about the services and products provided and the compensation received.

Awards & Recognition

Membership
  • 3 year
  • 5 year
  • 10 year
  • 15 year
  • 20 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

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