Nick Guida, financial advisor Lebanon NJ

Nick Guida

CRD Number: 6382447
Current Firm: Guidance Wealth Advisors LLC

Nick Guida (CRD# 6382447) is an Investment Advisor Representative working at Guidance Wealth Advisors LLC in Lebanon, NJ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Guidance Wealth Advisors, LLC Lebanon, NJ Aug 2022 - Current 1
Guidance Income Advisors, LLC Lebanon, NJ Jul 2022 - Current 1
Guidance Wealth Advisors, LLC Lebanon, NJ Apr 2022 - Current 1
A Better Way Financial, LLC Allentown, PA Aug 2019 - Aug 2022 3
American Retirement Institute Kennesaw, GA Mar 2019 - Aug 2022 3
A Better Way Financial, LLC Allentown, PA Sep 2011 - Aug 2022 10
Retirement Wealth Advisors, Inc. Whitehall, PA Aug 2014 - Dec 2019 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Nick Guida
Phone Number: 610-750-9444
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $92,782
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NJ, PA

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