Nick Guida (CRD# 6382447) is an Investment Advisor Representative working at Guidance Wealth Advisors LLC in Lebanon, NJ and has over 9 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Guidance Wealth Advisors, LLC | Lebanon, NJ | Aug 2022 - Current | 1 |
Guidance Income Advisors, LLC | Lebanon, NJ | Jul 2022 - Current | 1 |
Guidance Wealth Advisors, LLC | Lebanon, NJ | Apr 2022 - Current | 2 |
A Better Way Financial, LLC | Allentown, PA | Aug 2019 - Aug 2022 | 3 |
American Retirement Institute | Kennesaw, GA | Mar 2019 - Aug 2022 | 3 |
A Better Way Financial, LLC | Allentown, PA | Sep 2011 - Aug 2022 | 10 |
Retirement Wealth Advisors, Inc. | Whitehall, PA | Aug 2014 - Dec 2019 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- NJ
- PA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts114ACCOUNTS
-
Average Account Value$118,597
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
NJ, PA
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