Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Boos is an Investment Advisor Representative associated with Flood, Bumstead, McCready & McCarthy, Inc. based in Nashville, TN. Julie Boos is currently registered with California, New York, and Tennessee, and has been in the industry since January 1996. Julie Boos holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. The firm provides investment advisory services to individuals, high-net-worth individuals, and other investment advisors. Their services include financial planning and selection of other advisors. Their compensation arrangements include fixed fees, hourly charges, and other fees.
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
10/02/2009 - Present
Flood, Bumstead, McCready & McCarthy, Inc. (NASHVILLE TN)
IA
Issued 10/01/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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