LPL Adds Advisor Duo From Cetera

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.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

Related Content

AI Infrastructure, Smart Energy, and Automation Drive October 2025 Industrial Transactions
November 19, 2025

MedTech, Biopharma, and Clinical Software Lead October 2025 Healthcare Transactions
November 17, 2025

AI, Data Centers, and Cybersecurity | October 2025 Tech & Software Transactions
November 13, 2025

October Capital Flows Driven by $22B in Allocations and Infrastructure Mega-Raises
November 10, 2025

Betting, Analytics, and Institutional Capital Headline the November Edition of Dakota Sports Investing
November 06, 2025

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

LPL Adds Advisor Duo From Cetera

Subscribe

Related Content

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Podcasts

Events

Company