Regional Planning Specialist @ (January 2009 - November 2017)
Regional Vice President @ (March 2008 - April 2009)
Director, National Accounts @ (May 2006 - March 2008)
Officer, Product Development @ (September 2004 - June 2006)
Operations Key Account Manager @ (March 2002 - September 2004)
Lance Dumas Education
Southern New Hampshire University
Bachelor of Science (B.S.) (Business Administration)
University of Maine
(Business Administration, Finance)
Lance Dumas Skills
Alternative Investments
Estate Planning
Series 63
Financial Advisory
Securities Regulation
Insurance
Retirement Planning
Sales
Wealth Management Services
Investments
Business Development
Variable Annuities
Series 6
Reits
Series 66
Investment Advisory
Financial Services
Equities
Life Insurance
Mutual Funds
General Securities Principal
Uniform Combined State Law
ChFC
Separately Managed Accounts
Long Term Care
Long Term Care Insurance
Series 24
Product Development
Retirement
Series 7
Securities
Investment Management
Lance Dumas Summary
Lance Dumas, based in Irvine, CA, US, is currently a Founder, Managing Partner at Cornerstone Financial Advisers. Lance Dumas brings experience from previous roles at Cetera Financial Specialists, Sun Life Financial and Sun Life Financial Distributors. Lance Dumas holds a Bachelor of Science (B.S.) in Business Administration @ Southern New Hampshire University. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Securities Regulation and more. Lance Dumas has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Lance Dumas?
Find contact details for 700 million professionals.