Sharon BastideCRD Number: 829602
Current Firm: Client 1st Advisory Group
Sharon Bastide (CRD# 829602) is an Investment Advisor Representative working at Client 1st Advisory Group in Vero Beach, FL and has over 14 years of experience in the finance industry.
Fidelity Personal And Workplace Advisors
Securities Research, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Client 1st Advisory Group LLC||Vero Beach, FL||Apr 2018 - Current||5|
|Self-employed||Vero Beach, FL||Dec 2016 - Apr 2018||1|
|Diversified Investment Advisors||Cape May, NJ||Jul 2010 - Dec 2016||6|
|Diversified Investors Securities Corp.||Cape May, NJ||Oct 2008 - Dec 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S65||NASAA Investment Advisors Law Examination||Aug 2015|
Total Assets Under Management292MILLIONS
Total Number of Accounts314ACCOUNTS
Average Account Value$930,098
- 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
AL, AR, FL, GA, LA, MS, NC, NH, TN, TX
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