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.
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 1076829
Securities Research, Inc.
CRD# 2359100
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- FL
-
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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