Invested Better
Unclaimed

Unclaimed

Unclaimed

Roger Ware Dunaway

Flood, Bumstead, McCready & McCarthy, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Roger? Claim Your Profile

About Roger Ware Dunaway

Roger Dunaway is a registered Investment Advisor Representative with Flood, Bumstead, McCready & McCarthy, Inc. Roger has been with Flood, Bumstead, McCready & McCarthy, Inc. since 2005. Roger is licensed in California, New York, and Tennessee. Roger is also the President and majority member of FBMM Tax, PLLC, a CPA firm started in 2010. Roger's responsibilities include preparing and reviewing tax returns, performing tax planning and providing tax advice, and managing staff.

Firm Information

Roger Dunaway 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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

other

Business management fee based on % of entertainment income

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Roger Dunaway’s Registration & Firm History

TN

08/03/2009 - Present

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

Not sure if Roger Ware Dunaway is right for you?

Licenses & Designations

IA

Issued 07/25/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roger Ware Dunaway.
Not sure if Roger Ware Dunaway is right for you?