Guy BassiniCRD 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 29 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.
Lpl Financial LLC
Treasure Coast Financial Planning, Inc.
Nfp Advisor Services, LLC
|Treasure Coast Financial Planning, Inc.||Vero Beach, FL||Mar 2013 - Current||5|
|Linsco/private Ledger Corp.||Vero Beach, FL||Apr 1995 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S65||NASAA Investment Advisors Law Examination||Oct 1995|
- Customer Dispute
Total Assets Under Management133MILLIONS
Total Number of Accounts559ACCOUNTS
Average Account Value$237,833
- 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
AL, CA, CO, CT, FL, GA, MA, MD, MN, NH, NJ, NY, PA, TN, TX, VA