Jeffrey Bassett, financial advisor Estero FL

Jeffrey Bassett

CRD Number: 2445309
Current Firm: Lpl Financial LLC

Jeffrey Bassett (CRD# 2445309) is an Investment Advisor Representative working at Lpl Financial LLC in Estero, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Estero, FL Jul 2021 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Carlsbad, CA Sep 1994 - Jul 2021 26
Waddell & Reed, Inc. Carlsbad, CA Aug 1994 - Jul 2021 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Feb 1997
Contact Info for Jeffrey M. Bassett
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • NH
  • NJ
  • NM
  • OH
  • PA
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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