Eliot BassinCRD Number: 6267805
Current Firm: Lpl Financial LLC
Eliot Bassin (CRD# 6267805) is an Investment Advisor Representative working at Lpl Financial LLC in Stamford, CT and has over 3 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Lpl Financial, LLC||Stamford, CT||Feb 2014 - Current||3|
|Bregman & Company, P.c.||Stamford, CT||Jun 2010 - Feb 2014||3|
|Martin & Wall, P.c.||Washington, DC||Dec 2007 - Jun 2010||2|
|Kpmg, LLP||Washington, DC||Sep 2005 - Nov 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
- 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