Jeffery Paddyfote (CRD# 2046050) is an Investment Advisor Representative working at Primerica Advisors in Spartanburg, SC and has over 15 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 4166254
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Spartanburg, SC | Aug 2023 - Current | < 1 |
Primerica Financial Services | Spartanburg, SC | Jul 2023 - Current | < 1 |
South Pointe High School | Rock Hill, SC | Aug 2022 - Current | 1 |
Rock Hill, & York School District | Rock Hill, Sc, NC | Aug 2021 - Current | 2 |
Wells Fargo Bank, Na | Gastonia, NC | Dec 2019 - Oct 2021 | 1 |
Wells Fargo Clearing Services, LLC | Charlotte, NC | Dec 2019 - Oct 2021 | 1 |
Bb&t Securities, LLC | Charlotte, NC | Jan 2018 - Nov 2019 | 1 |
Bb&t Bank | Charlotte, NC | Jul 2017 - Nov 2019 | 2 |
Bb&t Investment Services, Inc. | Charlotte, NC | Jul 2017 - Jan 2018 | < 1 |
Wells Fargo Bank Na | Gastonia, NC | Dec 2013 - Jun 2017 | 3 |
Wells Fargo Advisors, LLC | Gastonia, NC | Dec 2013 - Nov 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2008 |
S65 | NASAA Investment Advisors Law Examination | May 2013 |
- SC
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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