Lance Dumas Email & Phone Number
Founder, Managing Partner @ Cornerstone Financial Advisers
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Lance Dumas Location
- Irvine, CA, US
Lance Dumas Work
- 2017 -now Founder, Managing Partner @
- 2009 -2017 Regional Planning Specialist @
- 2008 -2009 Regional Vice President @
- 2006 -2008 Director, National Accounts @
- 2004 -2006 Officer, Product Development @
- 2002 -2004 Operations Key Account Manager @
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 1 emails and 2 mobile phone numbers on RocketReach.
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