Jim  Sumpter,  CFP<sup>&reg;</sup> - Financial Advisor

Jim Sumpter, CFP®

Vice President

RFG Advisory

1400 Urban Center Dr, Ste 475
Birmingham, AL 35242
(205) 510-9074 CONNECT WITH Jim
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General

Jim Sumpter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RFG Advisory in Birmingham, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AL, SC, GA, NY
  • Health/disability insurance: AL, SC, GA, NY
  • Fixed annuities: AL, SC, GA, NY
  • Variable annuities: AL, SC, GA, NY

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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