Robert Basile (CRD# 1715503) is an Investment Advisor Representative working at Basile Financial Group, Inc. in Palm Harbor, FL and has over 36 years of experience in the finance industry. Robert Basile 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.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Basile Cpa Firm, Inc. | Palm Harbor, FL | Jan 2021 - Current | 3 |
| Basile Financial Group, Inc. | Clearwater, FL | Mar 2018 - Current | 6 |
| Basile Financial Group, Inc. | Clearwater, FL | Jul 2017 - Current | 6 |
| Business Financial Solutions, Inc. | Clearwater, FL | Mar 2013 - Current | 11 |
| Sole Proprietor | Clearwater, FL | Sep 2005 - Current | 18 |
| Red Hook Business Park, Inc. | Clearwater, FL | Jun 1994 - Current | 29 |
| Lpl Financial Llc Dba Basile Wealth Management, Inc. | Clearwater, FL | May 2008 - Mar 2018 | 9 |
| Lpl Financial, Llc Dba Basile Wealth Management, Inc. | Clearwater, FL | Jun 1997 - Mar 2018 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
- CO
- FL
- NY
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$91,502
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CO, FL, NY
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