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- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Jim Denton is the founding and managing partner of DFS Advisors, LLC. Jim began his financial planning career in 1989 as an account executive for a major insurance company and its affiliated securities firm. He has been in private practice since 1992, and founded DFS Advisors in 1998. He joined LPL Financial in March, 2019, and is a registered principal and registered representative with that firm.
Prior to his financial planning career, Jim was a career military officer, having served 23 years with the U.S. Army in various command and staff capacities. He is a graduate of the US Army...
Sara Seasholtz (CRD# 867376) is an Investment Advisor Representative working at Fsc Securities Corporation in Mooresville, NC and has over 37 years of experience in the finance industry. Sara Seasholtz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Bracken (CRD# 2686570) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mooresville, NC and has over 23 years of experience in the finance industry.