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Frank Merrill Bumstead

Flood, Bumstead, McCready & McCarthy, Inc.

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About Frank Merrill Bumstead

Frank Merrill Bumstead is a registered investment advisor representative with Flood, Bumstead, McCready & McCarthy, Inc. The firm, based in Nashville, Tennessee, provides financial planning and selection of other advisors. Frank Bumstead has been with the firm since January 1990 and has over 30 years of experience in the industry. He has a Series 65 license. The firm's clientele consists primarily of high-net-worth individuals and individuals other than high-net-worth individuals.

Firm Information

Frank Bumstead is currently registered with Flood, Bumstead, McCready & McCarthy, Inc.. Flood, Bumstead, McCready & McCarthy, Inc. is an investment advisor with 10 investment advisor representatives and 11 investment advisory functions. The firm advises 100 high-net-worth individuals and 30 individuals other than high-net-worth. Their services include financial planning and selection of other advisors.

Not reported

Assets Under Management

130

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Business management fee based on % of entertainment income

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Frank Bumstead’s Registration & Firm History

TN

06/18/2004 - Present

Flood, Bumstead, McCready & McCarthy, Inc. (NASHVILLE TN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frank Merrill Bumstead.
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