Jill Bassett (CRD# 4447807) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Liverpool, NY and has over 8 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prestige Investing LLC | Liverpool, NY | Jun 2016 - Current | 7 |
| Leigh Baldwin & Company, LLC | Cazenovia, NY | Apr 2015 - Current | 9 |
| Financial Quest Inc. | Liverpool, NY | Nov 1999 - Apr 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- NY
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts957ACCOUNTS
-
Average Account Value$242,436
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, DE, FL, GA, IL, MA, NC, NJ, NY, PA, SC, TX, VA
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