Christopher Basse (CRD# 2779580) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mansfield, MA and has over 26 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 4318531
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners LLC | San Rafael, CA | Jun 2016 - Current | 7 |
| Lpl Financial LLC | Warwick, RI | Jan 2014 - Oct 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- CT
- MA
- RI
-
Total Assets Under Management140,721MILLIONS
-
Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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)
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, 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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