James Marcus Danford

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → 07/2021
  Waddell & Reed, Inc.
  Columbia, SC
• 10/2001 → Present
  Various Insurance Carriers For W&R Insurance Agencies
  Columbia, SC
• 09/2004 → Present
  Shandon Baptist Church
  Columbia, SC
• 09/2017 → Present
  Accumulus Financial Group, Llc (Dba)
  Columbia, SC
• 01/2018 → Present
  Financial Planning Association Of Sc
  Chapin, SC
• 01/2018 → Present
  James M Danford Iii
  Columbia, SC
• 03/2019 → 12/2020
  Laurel Hill Neighborhood Association, Inc.
  Columbia, SC
• 07/2021 → Present
  Lpl Financial Llc
  Columbia, SC

Previous Registrations

• 2001-10-18 → 2021-07-21
  Waddell & Reed
  Columbia, SC
  Columbia, SC
  Charlotte, NC
  Charleroi, PA
  Forest Acres, SC

Other Businesses

1) 01/07/2022 - DBA for LPL Business (entity for LPL business) - Accumulus Financial Group, LLC - Investment Related - Columbia, SC 29206 - Start Date 09-01-2017 2) 01/07/2022 - Other (Notary) - James M Danford III - Investment Related - Columbia, SC 29206 - Start Date 01/08/2018

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-17
• S63 Uniform Securities Agent State Law Examination
  2001-09-05

Designations

• Certified Financial Planner

Other Names

• James M Danford
• Jamie Danford
• James Danford
• James Marcus Danford Iii