FUNDRAISING NEWS | May 20, 2024
Lance Dumas and Darryl Carter, seasoned financial advisors, have transitioned to LPL Financial, with Cornerstone Financial Advisers. Previously with Cetera, they brought roughly $225 million in managed assets.
Based in Orange County, Calif., Dumas and Carter founded Cornerstone Financial Advisers in 2017 to help families, individuals, and business owners establish their goals and create financial plans. Dumas has 25 years of experience in the financial services industry, holding key leadership roles at national financial institutions. Carter, with nearly 30 years in tax and wealth management services, sold his tax practice last year to focus solely on his investment clients. Dumas, who holds AIF and ChFC designations, and Darryl Carter, a CPA, are joined by Office Manager Nicole Thornton.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
