Antonio Bastos (CRD# 6751560) is an Investment Advisor Representative working at Commonwealth Financial Network in Ludlow, MA and has over 5 years of experience in the finance industry.
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
CRD# 2093525
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pioneer Valley Financial Group, LLC | Ludlow, MA | Apr 2022 - Current | 1 |
| Commonwealth Financial Network | Waltham, MA | Apr 2022 - Current | 1 |
| Commonwealth Financial Network | Waltham, MA | Jan 2021 - Apr 2022 | 1 |
| Pioneer Valley Financial Group, LLC | Ludlow, MA | Jan 2021 - Apr 2022 | 1 |
| Mml Distributors LLC | Enfield, CT | Mar 2017 - Dec 2020 | 3 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jan 2016 - Dec 2020 | 4 |
| Nicohols College | Dudley, MA | Aug 2011 - Dec 2015 | 4 |
| Dunkin Donuts | Ludlow, MA | May 2015 - Aug 2015 | < 1 |
| Rocktenn | Springfield, MA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2017 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- MA
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Total Assets Under Management146,387MILLIONS
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Total Number of Accounts585,629ACCOUNTS
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Average Account Value$249,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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