Jim Sumpter, Cfp®, Mt

Jim Sumpter, Cfp®, Mt Email and Phone Number

Adjunct Professor @ College for Financial Planning
Birmingham, AL, US
Jim Sumpter, Cfp®, Mt's Location
Birmingham, Alabama, United States, United States
Jim Sumpter, Cfp®, Mt's Contact Details

Jim Sumpter, Cfp®, Mt work email

Jim Sumpter, Cfp®, Mt personal email

n/a
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.

Jim Sumpter, Cfp®, Mt's Current Company Details
College for Financial Planning

College For Financial Planning

View
Adjunct Professor
Birmingham, AL, US
Jim Sumpter, Cfp®, Mt Work Experience Details
  • College For Financial Planning
    Adjunct Professor
    College For Financial Planning
    Birmingham, Al, Us
    View
  • Cmc Financial
    President
    Cmc Financial Dec 2015 - Present
    Birmingham, Alabama, United States
    View
  • Cmc Financial
    Ceo
    Cmc Financial Dec 2015 - Present
    Birmingham, Alabama, United States
    View
  • Rfg Advisory
    Vice President, Wealth Manager
    Rfg Advisory Dec 2015 - Present
    Birmingham, Alabama
    Named 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
    View
  • Ameriprise Financial Services, Inc.
    Associate Vice President, Financial Advisor
    Ameriprise Financial Services, Inc. Mar 2009 - Dec 2015
    Birmingham, Alabama
    View
  • Merrill Lynch
    Investment Associate
    Merrill Lynch May 2000 - Mar 2009
    View
  • Prudential Securities
    Financial Advisor
    Prudential Securities Sep 1998 - May 2000
    Birmingham, Alabama Area

Jim Sumpter, Cfp®, Mt Skills

Investments Wealth Management Financial Advisory Finance Securities Strategic Planning Customer Service Leadership Team Building Retirement Planning Personal Income Tax Returns Income Tax

Jim Sumpter, Cfp®, Mt Education Details

Frequently Asked Questions about Jim Sumpter, Cfp®, Mt

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 the current company?

Jim Sumpter, Cfp®, Mt's current role is Adjunct Professor.

What is Jim Sumpter, Cfp®, Mt's email address?

Jim Sumpter, Cfp®, Mt's email address is js****@****ory.com

What is Jim Sumpter, Cfp®, Mt's direct phone number?

Jim Sumpter, Cfp®, Mt's direct phone number is +120590*****

What schools did Jim Sumpter, Cfp®, Mt attend?

Jim Sumpter, Cfp®, Mt attended Villanova University Charles Widger School Of Law, The University Of Alabama, Oneonta High School.

What are some of Jim Sumpter, Cfp®, Mt's interests?

Jim Sumpter, Cfp®, Mt has interest in Children, Economic Empowerment, Politics, Education, Traveling With My Family, Playing The Drums, Running, Golf, Health.

What skills is Jim Sumpter, Cfp®, Mt known for?

Jim Sumpter, Cfp®, Mt has skills like Investments, Wealth Management, Financial Advisory, Finance, Securities, Strategic Planning, Customer Service, Leadership, Team Building, Retirement Planning, Personal Income Tax Returns, Income Tax.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.