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Jim Sumpter, Cfp®, Mt Email & Phone Number
Adjunct Professor
at
College for Financial Planning
1 work email found
@rfgadvisory.com
3 phones found area 205 and 641
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Adjunct Professor
Location
Birmingham, Alabama, United States
Who is Jim Sumpter, Cfp®, Mt? Overview
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Quick answer
Jim Sumpter, Cfp®, Mt is listed as Adjunct Professor at College for Financial Planning, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at rfgadvisory.com, phone signal with area code 205, 641, and a matched LinkedIn profile for Jim Sumpter, Cfp®, Mt.
Jim Sumpter, Cfp®, Mt previously worked as President at Cmc Financial and CEO at Cmc Financial. Jim Sumpter, Cfp®, Mt holds Master Of Taxation (Mt), Estate Planning Certificate from Villanova University Charles Widger School Of Law.
Company email context
Email format at College for Financial Planning
This section adds company-level context without repeating Jim Sumpter, Cfp®, Mt's masked contact details.
*@rfgadvisory.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jim Sumpter, Cfp®, Mt. Compare company email patterns before reaching out.
Profile bio
About Jim Sumpter, Cfp®, Mt
Jim Sumpter, Cfp®, Mt is a Adjunct Professor at College for Financial Planning. He possess expertise in investments, wealth management, financial advisory, finance, securities and 7 more skills.
Listed skills include Investments, Wealth Management, Financial Advisory, Finance, and 8 others.
Current workplace
Jim Sumpter, Cfp®, Mt's current company
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7 roles
Jim Sumpter, Cfp®, Mt work experience
A career timeline built from the work history available for this profile.
President
Current
Dec 2015 - Present
Ceo
Current
Dec 2015 - Present
Vice President, Wealth Manager
CurrentNamed a Top 300 RIA in the U.S. by the Financial Times, RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a turn-key integrated technology platform to manage their practice and institutional-caliber investment management solutions. Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness
Dec 2015 - Present
Associate Vice President, Financial Advisor
Mar 2009 - Dec 2015
Investment Associate
May 2000 - Mar 2009
Financial Advisor
Prudential Securities
Sep 1998 - May 2000
3 education records
Jim Sumpter, Cfp®, Mt education
Master Of Taxation (Mt), Estate Planning Certificate
Bachelor Of Science - Bs, Corporate Finance And Economics
Education record
Oneonta High School
FAQ
Frequently asked questions about Jim Sumpter, Cfp®, Mt
Quick answers generated from the profile data available on this page.
What company does Jim Sumpter, Cfp®, Mt work for?
Jim Sumpter, Cfp®, Mt works for College for Financial Planning.
What is Jim Sumpter, Cfp®, Mt's role at College for Financial Planning?
Jim Sumpter, Cfp®, Mt is listed as Adjunct Professor at College for Financial Planning.
What is Jim Sumpter, Cfp®, Mt's email address?
AeroLeads has found 1 work email signal at @rfgadvisory.com for Jim Sumpter, Cfp®, Mt at College for Financial Planning.
What is Jim Sumpter, Cfp®, Mt's phone number?
AeroLeads has found 3 phone signal(s) with area code 205, 641 for Jim Sumpter, Cfp®, Mt at College for Financial Planning.
Where is Jim Sumpter, Cfp®, Mt based?
Jim Sumpter, Cfp®, Mt is based in Birmingham, Alabama, United States while working with College for Financial Planning.
What companies has Jim Sumpter, Cfp®, Mt worked for?
Jim Sumpter, Cfp®, Mt has worked for College For Financial Planning, Cmc Financial, Rfg Advisory, Ameriprise Financial Services, Inc., and Merrill Lynch.
How can I contact Jim Sumpter, Cfp®, Mt?
You can use AeroLeads to view verified contact signals for Jim Sumpter, Cfp®, Mt at College for Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Jim Sumpter, Cfp®, Mt attend?
Jim Sumpter, Cfp®, Mt holds Master Of Taxation (Mt), Estate Planning Certificate from Villanova University Charles Widger School Of Law.
What skills is Jim Sumpter, Cfp®, Mt known for?
Jim Sumpter, Cfp®, Mt is listed with skills including Investments, Wealth Management, Financial Advisory, Finance, Securities, Strategic Planning, Customer Service, and Leadership.
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