Don M Dumas
Investment adviser representative at Tcfg Investment Advisors, LLC
13 yearsExperience
3 statesRegistered in
$639.4MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Tcfg Investment Advisors, LLCJun 2020 to now
- Tcfg Insurance Solutions, LLCJun 2020 to now
- Tcfg Wealth Management, LLCJun 2020 to now
- Client One Securities, LLCMay 2013 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WI).
Tcfg Investment Advisors, LLC
$639.4MAssets managed
2,334Clients
31Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1458645
- Firm CRD
- 166606