Thomas Bastin (CRD# 3261301) is an Investment Advisor Representative working at Nfp Retirement Inc. in Weston, FL and has over 24 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nfp Retirement | Aliso Viejo, CA | Mar 2016 - Current | 8 |
| Erisa Fiduciary Advisors, Inc. | Weston, FL | Nov 2005 - Mar 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CA
- FL
-
Total Assets Under Management96,454MILLIONS
-
Total Number of Accounts5,514ACCOUNTS
-
Average Account Value$17,492,654
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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