Don
Dumas
Tcfg Investment Advisors, LLC
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About this Advisor
Don Dumas is a financial advisor based in Laguna Niguel, California, working with Tcfg Investment Advisors, LLC. Don has previously held positions at Client One Securities, LLC, Tcfg Wealth Management, LLC, Tcfg Investment Advisors, LLC, and Tcfg Insurance Solutions, LLC. Don has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California, Texas, and Wisconsin. Currently, Don is part of Tcfg Investment Advisors, LLC, which operates out of Laguna Niguel, California. The firm has 19 offices and 25 employees. The firm manages assets totaling $506.8 million and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Tcfg Investment Advisors, LLC includes asset-based and hourly fees.
Certifications and Registrations
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Tcfg Investment Advisors, LLC Brokerage Details
$506,774,284
25
2,441
$207,609
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Don Dumas Work History
Tcfg Wealth Management, LLC
Tcfg Investment Advisors, LLC
Tcfg Insurance Solutions, LLC
Client One Securities, LLC
Disclosures
Please visit the SEC profile of Don Dumas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tcfg Investment Advisors, LLC
Canton, OH
Laguna Niguel, CA
Laguna Niguel, CA
Camarillo, CA
Laguna Niguel, CA
Manitowoc, WI
La Habra, CA
Laguna Niguel, CA
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