Joseph BassettCRD Number: 1062248
Current Firm: Raymond James Financial Services Advisors, Inc.
Joseph Bassett (CRD# 1062248) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, DE and has over 34 years of experience in the finance industry. Joseph Bassett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Newbridge Wealth Management
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
|Bassett, Dawson & Foy, Inc.||Wilmington, DE||Dec 2014 - Current||2|
|Raymond James Financial Services Advisors Inc.||Wilmington, DE||Oct 2014 - Current||3|
|Raymond James Financial Services, Inc.||Wilmington, DE||Feb 1982 - Current||35|
|Bassett, Dawson & Foy, Inc.||Wilmington, DE||Jan 1985 - Jan 2015||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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