Nick Guida, financial advisor Whitehall PA
88 score

Nick Guida

CRD Number: 6382447
Current Firm: Retirement Wealth Advisors, Inc.

Nick Guida (CRD# 6382447) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Whitehall, PA and has over 2 years of experience in the finance industry.

Similar Advisors
Charles Steege, financial advisor Whitehall PA
Charles F. Steege
CRD# 1364360
Sfg Investment Advisors, Inc.
Score
101
Similar Advisors
Devon Robinson, financial advisor Whitehall PA
Devon Robinson
CRD# 4337883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
100
Similar Advisors
Richard Lotito, financial advisor Whitehall PA
Richard S. Lotito
CRD# 4610992
Invest Financial Corporation
Score
98
Company Name Location Dates Years
Retirement Wealth Advisors, Inc. Whitehall, PA Aug 2014 - Current 2
A Better Way Financial Whitehall, PA Sep 2011 - Current 5
Nassau Broadcasting Easton, PA Jun 2010 - Oct 2012 2
Techtronic Industries Inc. Los Angeles, CA Aug 2009 - Jun 2010 < 1
Unemployed Champaign, IL Sep 2008 - Aug 2009 < 1
Civic Development Group Champaign, IL May 2008 - Aug 2008 < 1
Unemployed Champaign, IL Sep 2007 - Apr 2008 < 1
Jimmy Johns Champaign, IL May 2007 - Aug 2007 < 1
Unemployed Champaign, IL Sep 2006 - Apr 2007 < 1
University Of Illinois Champaign, IL May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Nick Guida
Phone Number: 616-667-2150
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    5,954
    ACCOUNTS
  • Average Account Value
    $111,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.