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Samyam Dhungel

4 Years of Experience
Nashville, TN
BrokerSells Insurance

Samyam Dhungel is a registered investment advisor, based in Nashville, TN, with 4 years of industry experience.

Location

1102 Kermit Drive, Suite 200, Nashville, TN, 37212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Samyam works as a financial consultant for Florida Financial Advisors DBA Tristate Financial Advisors and as a registered representative for Trinity Wealth Securities, dedicating full-time hours to each. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
June 2022 - Present · 3 yrs 11 mos
Florida Financial Advisors, LLC
November 2021 - Present · 4 yrs 6 mos
State Registrations20 states
ALARAZCACTFLGAILKYLAMAMINCNVOHPASCTNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Samyam Dhungel - Financial Advisor | TrueAdvisor