Jim Kinsey in

Jim Kinsey

Examiner · DISC type cs
President and Wealth Advisor at Investment & Retirement Advisors, LLC and LPL Financial @ Fidelity Bank NC
📍 Fayetteville, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
14 Years
Current Role
President and Wealth Advisor
Location
Fayetteville, North Carolina, United States
Personality Overview

How Jim shows up

Late Adopter
Unexpressive
Status Quo Seeker

They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Priorities

Topics Jim cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2011
President and Wealth Advisor
Investment & Retirement Advisors, LLC and LPL Financial @ Fidelity Bank NC
Investment Counselor
BB&T Investment Services, Inc.
Advisor
WACHOVIA SECURITIES
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1980 - 1985
B.A Economics
Davidson College
1977 - 1980
Education details unavailable
North Lenoir High School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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