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

James M. Danford, III CFP®

CMFC®

Founder/Wealth Planner

Accumulus Financial Group, LLC

5140 Furman Avenue
Columbia, 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 Columbia, 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 is an independent Wealth Planner that grew up in Orangeburg, SC. He is an alumnus of The Citadel, The Military College of SC, a member of Shandon Baptist Church, a father to three children, and a resident of Forest Acres, SC.
 
He has over two decades of industry experience that has endured the 2001 attack on the Twin Towers, the War on Terror, the Great Recession of 2008, and the 2020 Coronavirus Pandemic. As his financial advisory practice grew, he founded Accumulus Financial Group, LLC (“Accumulus”). Jamie’s spouse, Leah, helps provide Accumulus with additional support for families with special needs.
 
Jamie met the CFP Board’s rigorous qualifications to use the Certified Financial Planner™ credential in 2008, one of the most well regarded credentials in the industry. He also has the Chartered Mutual Fund Counselor designation.
 
Leah holds a PhD in School Psychology from the University of South Carolina. She has over 15 years of experience helping families with special needs in a clinical setting, the public sector, and the private sector.
 
Jamie has been a Board Member of SC's Chapter of the Financial Planning Association since 2018 and currently serves as its Vice President. Jamie’s other interests include reading, history, traveling, and technology.
 
*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

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC (www.finra.org) (www.sipc.org).
Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.
LPL Financial and Accumulus Financial Group, LLC are under separate ownership.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Government & Military, Employee Benefits, Getting Divorced, 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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