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

Jim Sumpter, CFP®

President

CMC Financial

1400 Urban Center Dr, Ste 475
Birmingham, AL 35242
FINANCIAL ADVISOR'S WEBSITE
(205) 510-9074 CONNECT WITH Jim
  • linkedin link

General

Jim Sumpter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CMC Financial 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®)
  • Other - MT

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

Broker-Dealer Affiliation

Private Client Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, 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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