Guy Bassini, financial advisor Vero Beach FL
86 score

Guy Bassini

CRD Number: 1874159
Current Firm: Treasure Coast Financial Planning, Inc.

Guy Bassini (CRD# 1874159) is an Investment Advisor Representative working at Treasure Coast Financial Planning, Inc. in Vero Beach, FL and has over 27 years of experience in the finance industry. Guy Bassini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Treasure Coast Financial Planning, Inc. Vero Beach, FL Mar 2013 - Current 3
Linsco/private Ledger Corp. Vero Beach, FL Apr 1995 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Oct 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Guy L. Bassini
Phone Number: 772-231-1422
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $238,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, CO, CT, FL, GA, MN, NJ, NY, PA, TN, TX, VA

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BADGES
86

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