Mr James R Dumbeck CFP
Waddell & Reed
695 Town Center Dr, Ste 200Costa Mesa, CA
90% Trust Score
Compensation
Commission and Fee
Min. Assets
$50,000
Languages
English
License
Not Validated
Areas of Expertise
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Planning
Client Reviews (1 reviews)
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