Brett Baskin (CRD# 6499184) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 8 years of experience in the finance industry. Brett Baskin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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Company Name | Location | Dates | Years |
---|---|---|---|
Ellsworth Advisors, LLC | Hudson, OH | May 2018 - Current | 6 |
Lpl Financial LLC | Hudson, OH | Jan 2017 - Sep 2018 | 1 |
Stratos Wealth Partners, Ltd | Hudson, OH | Jan 2017 - Sep 2018 | 1 |
Ellsworth Private Wealth Management | Hudson, OH | Dec 2016 - Sep 2018 | 1 |
Bank Of America, N.a. | Westlake, OH | Sep 2015 - Dec 2016 | 1 |
Merrill Lynch | Westlake, OH | May 2015 - Dec 2016 | 1 |
Citi Global Services | Columbus, OH | Jun 2014 - Apr 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- OH
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Total Assets Under Management914MILLIONS
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Total Number of Accounts1,500ACCOUNTS
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Average Account Value$609,094
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, IN, MA, NC, NY, OH, PA, SC, TX, VA
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