James M. Danford, III CFP<sup>&reg;</sup> - Financial Advisor

James M. Danford, III CFP®

CMFC®

President/CEO

Accumulus Financial Group, LLC

5140 Furman Avenue
Forest Acres, SC 29206
FINANCIAL ADVISOR'S WEBSITE
(803) 403-1160 CONNECT WITH James
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General

James Danford is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Accumulus Financial Group, LLC in Forest Acres, SC and the surrounding communities.

Financial Advisor Overview

In Jamie's capacity as a CERTIFIED FINANCIAL PLANNER™ professional, he is committed to fully understanding a client's financial objectives. Through the financial planning process, Jamie is equipped to provide recommendations focused on the needs and objectives of his clients. As a Chartered Mutual Fund Counselor designee, Jamie understands mutual funds and can effectively identify, analyze, and recommend those that are appropriate for a client's needs.

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Financial Advisor Experience

Jamie began his career as a Financial Advisor with Waddell & Reed after completing his Bachelor's Degree from The Citadel in 2001. The beginning of his professional career was filled with economic uncertainty. However, Jamie quickly learned the business during one of the worst declines in stock market history. The events of 2001-2002 helped to prepare him for future economic downturns and his experience has proven to be invaluable.
 
Waddell & Reed has acknowledged his achievements in various ways. He has been invited multiple times to participate in Waddell & Reed's annual Circle of Champions conference. Jamie has also been appointed to the firm's Million Dollar Club.* Additionally, he has helped to supervise the activities of other advisors with the firm. Other qualifications include Jamie's authorized use of the Chartered Mutual Fund Counselor designation and his certification as a CERTIFIED FINANCIAL PLANNER™ professional.
 
In addition to his professional career, Jamie is committed to serving his community. He is an active member of Shandon Baptist Church in Columbia, SC. He also serves as a local Ministry Volunteer for Crown Financial Ministries. Reach Out Columbia!, a magazine distributed throughout the Columbia-metro area, regularly features articles written by Jamie. He is also a member of several organizations, including the Financial Planning Association.
 
Jamie's other interests include reading, history, and traveling. He currently lives in Columbia with his wife, Leah, and their three children. She received a PhD in School Psychology from the University of South Carolina and is currently a School Psychologist for the Lexington-Richland Five School District.
 
*The awards are presented annually by the firm based on an analysis of investment, insurance and financial planning sales generated by the advisor.
 
Certifed Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design)® in the US. Chartered Mutual Fund Counselor and CMFC® are registered service marks of the College for Financial Planning®.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CMFC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Waddell & Reed, Inc.

Broker-Dealer Disclaimer

Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC (www.finra.org) (www.sipc.org).
Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.
Accumulus Financial Group, LLC is a separate entity from WRI.
This profile is published for residents of the United States only. For additional information, please contact the Waddell & Reed Compliance Department at 800-532-2762.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Government & Military, Irregular Income, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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