Lance Dumas, Aif®, Chfc® Email and Phone Number
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Lance Dumas, Aif®, Chfc® personal email
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Lance Dumas, Aif®, Chfc® phone numbers
Lance Dumas is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC CA Insurance Lic. #0F66186Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Cornerstone Financial Advisers
View- Website:
- cfadvisers.com
- Employees:
- 2
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Founder, Managing PartnerCornerstone Financial Advisers Nov 2017 - Present6 Venture, Suite 120 Irvine, Ca 92618
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Regional Planning SpecialistCetera Financial Specialists 2009 - Nov 2017- Directed and guided a team of 200 Registered Representatives/Investment Adviser Representatives, fostering professional growth through personalized strategies.- Formulated and executed short and long-term growth plans to facilitate advisor practices, emphasizing client attraction and relationship-building.- Advised on brand development and effective marketing strategies, contributing to the establishment of enduring client relationships.- Held key roles as Practice Management Consultant, Business Development Manager, and Product Wholesaler.- Recognized subject matter expert in Fee-Based Advisory Platforms, Retirement Plans, Annuities, and Alternative Investments.- Presented at regional and national conferences on practice management, product education, and compliance.- Facilitated Wealth Management Services through group seminars, one-on-one meetings, and individual case design. -
Regional Vice PresidentSun Life Financial Mar 2008 - Apr 2009 -
Director, National AccountsSun Life Financial Distributors May 2006 - Mar 2008
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Officer, Product DevelopmentSun Life Financial Sep 2004 - Jun 2006
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Operations Key Account ManagerSun Life Financial Mar 2002 - Sep 2004
Lance Dumas, Aif®, Chfc® Skills
Frequently Asked Questions about Lance Dumas, Aif®, Chfc®
What company does Lance Dumas, Aif®, Chfc® work for?
Lance Dumas, Aif®, Chfc® works for Cornerstone Financial Advisers
What is Lance Dumas, Aif®, Chfc®'s role at the current company?
Lance Dumas, Aif®, Chfc®'s current role is Founder, Managing Partner, and Investment Adviser Representative at Cornerstone Financial Advisers.
What is Lance Dumas, Aif®, Chfc®'s email address?
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What is Lance Dumas, Aif®, Chfc®'s direct phone number?
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What skills is Lance Dumas, Aif®, Chfc® known for?
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