Samyam Dhungel (CRD# 7468436) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Nashville, TN and has over 2 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Florida Financial Advisors | Nashville, TN | Nov 2023 - Current | < 1 |
Trinity Wealth Securities | Nashville, TN | Jan 2022 - Current | 2 |
Florida Financial Advisors | Orlando, FL | Nov 2021 - Oct 2023 | 1 |
- | -, MA | Jun 2021 - Oct 2021 | < 1 |
Gomez Enterprises | South Hadley, MA | Nov 2020 - May 2021 | < 1 |
Umass Auxiliary Services | Amherst, MA | Jan 2018 - May 2021 | 3 |
University Of Massachusetts Amherst | Amherst, MA | Sep 2017 - May 2021 | 3 |
Masspirg | Amherst, MA | Jun 2019 - Jul 2019 | < 1 |
- | -, MA | Jul 2017 - Aug 2017 | < 1 |
Rato Bangala School | Kathmandu, | May 2005 - Jun 2017 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- FL
- TN
- TX
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Total Assets Under Management199MILLIONS
-
Total Number of Accounts1,371ACCOUNTS
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Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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