THE MONEY MAN
JAMES BRYAN TRULL, CPA
Helping You Achieve Financial Freedom
FREE INVESTMENT ADVICE
I can't predict the future, but I can help you plan for it.
Guidance on Retirement Plans and College Planning:
401(k) Plans, SEP IRA Plans for Businesses, Individual Retirement Accounts (IRA), ROTH IRA, Trump Accounts, Educational Accounts for Minors (UTMA/UGMA) or 529 College Plans for children.
Guidance on Investments:
CDs, Stocks, Bonds, Mutual Funds and Exchange Traded Funds (ETF)
As a former Series 7 Financial Advisor for Morgan Stanley Dean Witter, I will be glad to explain or offer free advice on any investment related topic.
CONSULTATIONS ARE FREE
Financial & Investment Experience
- Ally Member of International Factoring Association (IFA)
- Member of American Institute of Certified Public Accountants (AICPA)
- Certified Public Accountant (CPA) - State of Tennessee
- Dave Ramsey Certified Financial Coach
- Stockbroker Morgan Stanley Dean Witter (1996-2002)
- Stockbroker Genworth Financial (2002-2006)
Contact Me
VTBL CONSULTING LLC
JAMES BRYAN TRULL, CPA
80 North Church Avenue, Camden, TN 38320
