Cumbie Advisory Services
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
306 W 7th St Ste 442, Fort Worth, Texas,...Phone Number
(817) 335-1181Website
www.cumbieadvisory.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
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2
About Cumbie Advisory Services
Cumbie Advisory Services, Inc. is a qualified, independent personal financial planning and investment advisory organization. Our financial planning practitioner qualification derives from the Certified Financial Planner Board of Standards' (CFPBOS) "Four E's" -- Education, Examination, Experience and Ethics. We are active supporters of personal financial planning as a value-adding process and of the emergence of a bona fide new profession from the larger financial services industry. Our investment management consulting credentialing was earned through the Institute for Certified Investment Management Consultants (ICIMC) and is maintained by the successor organization, the Investment Management Consultants Association (IMCA).Explore more
Cumbie Advisory Services Org Chart
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2021
Debt
$59K
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Cumbie Advisory Services, Inc. is a qualified, independent personal financial planning and investment advisory organization. Our financial planning practitioner qualification derives from the Certified Financial Planner Board of Standards' (CFPBOS) "Four E's" -- Education, Examination, Experience and Ethics. We are active supporters of personal fin... Read More
