Jim  Trull,  CFP<sup>&reg;</sup> - Financial Advisor

Jim Trull, CFP®

AIF®,

Keystone Financial Partners

1255 Crescent Green, Ste 440
Cary, NC 27518-8129
(877) 400-2899
(919) 463-0018

General

Jim Trull is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Keystone Financial Partners in Cary, NC and the surrounding communities.

Financial Advisor Overview

Keystone Financial Partners is an independent wealth management firm that specializes in helping successful individuals plan for and secure a comfortable retirement lifestyle. We help our clients achieve the confidence they desire that comes from making smart financial decisions. Our clients are successful professionals and retirees, many of whom are experiencing major life changes, including retirement, loss of a spouse or divorce.  

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Financial Advisor Experience

As president and founder of Keystone Financial Partners, Jim Trull is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC),  Certified in Long-Term Care (CLTC), and earned his Accredited Investment Fiduciary® (AIF®) designation. Most recently, Jim received the Women’s Choice Award® for Financial Advisors1, the premier recognition award for advisors who provide quality service to their female clients.

A veteran of the financial services industry with more than 30 years of experience, he has demonstrated a consistent ability to help protect and grow the hard-earned assets of his clients, many whom have experienced major life changes including retirement, divorce, or the loss of a spouse.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CSA, CLTC, CLU, AIF

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources