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Accumulus Planning Group at Waddell & Reed

Accumulus Planning Group at Waddell & Reed


1320 Main Street, Suite 425 Columbia SC United States 29201

About Business

The Accumulus Planning Group at Waddell & Reed was formed by three financial advisors with a collective vision to be the most recognized and sought after group of financial professionals in the Carolinas. The group’s mission is to deliver unparalleled advisory services to all of their clients through a holistic planning process combined with access to a broad array of financial products and timely, ongoing customer support.

Learn more about the Accumulus Planning Group by visiting their website and by viewing the LinkedIn profiles of the advisors below.

James M. Danford III, CFP®, CMFC®, Financial Advisor at Waddell & Reed

Learn more about James and his professional accomplishments by visiting his LinkedIn page at https://www.linkedin.com/in/danfordj.

Joel C. Taliaferro, CFP®, Financial Advisor at Waddell & Reed

Learn more about Joel and his professional accomplishments by visiting his LinkedIn page at https://www.linkedin.com/in/jtaliaferro.

Duncan E. White, Financial Advisor at Waddell & Reed

Learn more about Duncan and his professional accomplishments by visiting his LinkedIn page at https://www.linkedin.com/in/duncan-e-white-97912ba.

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor.

Accumulus Planning Group is a team name used by Advisors affiliated with Waddell & Reed for marketing purposes only.

Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.

Waddell & Reed and its affiliates are not affiliated with and do not endorse any third party organization/company listed on this website, nor does Waddell & Reed have any direct or indirect responsibility with respect to any products and services provided by unaffiliated organizations/companies.

This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.

For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additional information on Waddell & Reed’s social media policies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CHARTERED MUTUAL FUND COUNSELOR(sm) and CMFC® are registered service marks of the College for Financial Planning®.

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