Jim Mothorpe CFP(R)

Jim Mothorpe CFP(R)

Financial Advisor

770-842-0319

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

Member

Financial Services | Investment

Financial Advisor

Risk Management

Fearless Investing

Financial Planning

Wealth Development

Filing Cabinet

Capital Investment Companies

Capital Investment Companies

770-486-3807

205 Kentwood Drive
Peachtree City, GA 30269

Website

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

Shooting Star Pin 07/29/2015
MVP Pin 01/29/2014
Gold Star Pin 06/01/2006

Members I've Invited

Jonathan Wells

Jonathan Wells

Angie Allison

Angie Allison

Dr. Tracey Huffman

Dr. Tracey Huffman

Tom Wallace

Tom Wallace

Maggie McSweeney

Maggie McSweeney

Jeff Bartholomew

Jeff Bartholomew

Nick Rider

Nick Rider

Tammy Lanier

Tammy Lanier

Sheryl Singletary

Sheryl Singletary

Gloria Burford

Gloria Burford

Debbie Moore

Debbie Moore

Julianne Seeley

Julianne Seeley

Jon Pierce

Jon Pierce

Ricky Thacker

Ricky Thacker

Shaun Vernon

Shaun Vernon

Dianne Stagner

Dianne Stagner

Amy Pierce

Amy Pierce

Dr. Kyle Edwards, OD

Dr. Kyle Edwards, OD

Caridad Cameron

Caridad Cameron

Brett Vincent

Brett Vincent

Robert Rosser

Robert Rosser

Al Wilson

Al Wilson

Johnnie Duggans

Johnnie Duggans

John Young

John Young

Paul-Ann Gray

Paul-Ann Gray

Michelle Brooks

Michelle Brooks

Janice Turner

Janice Turner

Debra Scott

Debra Scott

Ken DeRose-Broeckert

Ken DeRose-Broeckert

Ben Jerrell

Ben Jerrell

Kevin Rogers

Kevin Rogers

Walter Graves

Walter Graves

Dr. Elliott Segal

Dr. Elliott Segal

Sponsorship

PowerWings 07/29/2015
Angel Officer 05/30/2014
Angel Officer 05/30/2012

Contribution

Peachtree City Team

Introduced by:

Mark Phillips

Mark Phillips

Joined on 02/02/2000

Leadership

TeamCoOrdinator 10/01/2021
ParticipationCoOrdinator
VisitorCoOrdinator
MembershipCoOrdinator 04/09/2024
MentorCoOrdinator 08/10/2022
Hand Pin 06/23/2010
100% Club

Membership

20-year Pin 02/26/2020
15-year Pin 02/11/2015
10-year Pin 01/20/2010
5-year Pin 04/05/2005
3-year Pin 06/01/2006

Team

Team

PowerLinks Certificate 07/01/2009
GateOpener Workshop 03/18/2024
Enter the Filing Cabinet | Online WorkRoom 08/22/2023
How to Build a Referral Marketing Plan 03/03/2023
How to Benefit from an Association 02/21/2022
How to Build a Referral Marketing Plan 01/17/2022
Platinum Card WorkRoom 11/18/2019
InfoMinute Seminar 11/19/2018
7-Minute Presentation Workshop 09/17/2018
Filling The Filing Cabinet WorkRoom 10/17/2016
Purple Card WorkRoom 08/08/2016
GateOpener Workshop 10/19/2015
Filling the Filing Cabinet Workshop 04/16/2014
Best Client Workshop 01/24/2014
Orientation Essentials 02/05/2003
The Creative Pin 01/09/2016

Development

I consider how much of my expenses are covered by the money deposited in my checking account.  An one-time On Base value covers two weeks of expenses, a Home Run value covers one month of expenses and a GRAND SLAM covers a quarter. A recurring monthly On Base value is considered as a Home Run value after one year and a GRAND SLAM after two years or more.

Referral Trigger Response