Unclaimed
Dorian Yoanidis is a registered investment advisor representative at Flood, Bumstead, McCready & McCarthy, Inc. Dorian is also licensed to provide investment advice in California, New York and Tennessee. Dorian's expertise is in providing financial planning and selection of other advisers. The advisor is experienced in working with high net worth individuals and individuals other than high-net-worth individuals. Dorian has over 13 years of experience in the industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Business management fee based on % of entertainment income
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TN
07/31/2024 - Present
Flood, Bumstead, McCready & McCarthy, Inc. (NASHVILLE TN)
IA
Issued 07/17/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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