Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Lee is an investment advisor representative at Flood, Bumstead, McCready & McCarthy, Inc. Elizabeth has been with the firm since June 2003. Elizabeth is registered with the state of Tennessee and New York as an investment advisor representative. Elizabeth specializes in financial planning and the selection of other advisors. Elizabeth earned a Series 65 license on May 14, 2019, after passing the Uniform Investment Adviser Law Examination.
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
05/15/2019 - Present
Flood, Bumstead, McCready & McCarthy, Inc. (NASHVILLE TN)
IA
Issued 05/14/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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