Dion Stumpo (CRD# 7409494) is an Investment Advisor Representative working at Primerica Advisors in Wixom, MI and has over 2 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Muskegon Community College | Muskegon, MI | Jan 2022 - Current | 2 |
| Pfs Investments Inc. | Kalamazoo, MI | Jul 2021 - Current | 2 |
| Primerica Financial Services | Kalamazoo, MI | Apr 2021 - Current | 3 |
| Factory Surplus Sales | Montague, MI | Oct 2019 - Current | 4 |
| White Lake Ambulance Authority | Whitehall, MI | Apr 2014 - Jul 2023 | 9 |
| Life Ems Ambulance | Grand Rapids, MI | Apr 2012 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2021 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- MI
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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