Troy Jackson, AIF®, CEBS
Plan Consultant
Vice President
Fort Mill, SC
Troy Jackson, AIF®, CEBS
He has been in the financial services industry for over 35 years, working for companies like Ameritas (Regional Sales Director), Lincoln (401k Sales Director) and Principal (Sr. Retirement Sales Representative). He is an Accredited Investment Fiduciary as well as a Certified Employee Benefits Specialist from Wharton School of the University of Pennsylvania. He also has his Series 7, 63, 66 and 24 registrations held with LPL Financial as well as his Life and Health insurance license. He graduated from Wake Forest University with a B.A. in History.
In the past he has served as President of the NC Association of Insurance and Financial Advisors (NCAIFA). In his free time, he enjoys spending time with his wife, children and also coaching his children's sports teams.
Certifications
- Series 7, 63, 66 and 24 registrations held with LPL Financial
- Life and Health insurance License
- Certified Employee Benefits Specialist
- Accredited Investment Fiduciary
Education
- Wake Forest University – B.A. in History
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