Nick GuidaCRD 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 3 years of experience in the finance industry.
Sfg Investment Advisors, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Royal Alliance Associates, Inc.
|Retirement Wealth Advisors, Inc.||Whitehall, PA||Aug 2014 - Current||3|
|A Better Way Financial||Whitehall, PA||Sep 2011 - Current||6|
|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|
Total Assets Under Management665MILLIONS
Total Number of Accounts5,954ACCOUNTS
Average Account Value$111,674
- 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 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
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
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