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Guy Lawrence Bassini

TREASURE COAST FINANCIAL PLANNING, INC.·VERO BEACH, Florida
Series 7, Series 24, Series 63, Series 65CFP31 years registeredTREASURE COAST FINANCIAL PLANNING, INC.
545 BEACHLAND BLVD, VERO BEACH, FL 32963CRD# 1874159Firm CRD# 166684

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Guy Lawrence Bassini · VERO BEACH, FL
Registration
CRD #1874159 · TREASURE COAST FINANCIAL PLANNING, INC. · 31 years registered
Brand Profile
Not yet started
01

Career History

TREASURE COAST FINANCIAL PLANNING, INC.
Apr 2013 – present
LPL FINANCIAL LLC
Apr 1995 – May 2013
VERO BEACH, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · April 13, 1995
Years registered · 31
Professional designation · CFP
03

Disclosure History

2009Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
TREASURE COAST FINANCIAL PLANNING, INC.
CRD 166684 · SEC 801-77753
AUM
$194M
Regulatory assets under management
Employees
6
625 client accounts
Services offered by TREASURE COAST FINANCIAL PLANNING, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at TREASURE COAST FINANCIAL PLANNING, INC. →
Introduction

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05

Frequently Asked Questions

What services does Guy Lawrence Bassini offer?
Guy Lawrence Bassini specializes in Financial Planning, Investment Management. Contact their office in VERO BEACH, Florida for a consultation.
What are Guy Lawrence Bassini's credentials?
Guy Lawrence Bassini holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Guy Lawrence Bassini located?
Guy Lawrence Bassini is based in VERO BEACH, Florida, working with TREASURE COAST FINANCIAL PLANNING, INC.. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does Guy Lawrence Bassini charge for services?
Guy Lawrence Bassini's firm is compensated through percentage of aum, hourly charges, subscription fees, other: tax return prep. fee-non advisory related business. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TREASURE COAST FINANCIAL PLANNING, INC.?
TREASURE COAST FINANCIAL PLANNING, INC. has approximately 6 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TREASURE COAST FINANCIAL PLANNING, INC.

Angela Dawn Johnson
VERO BEACH, FL
Anthony John Dzielski
VERO BEACH, FL

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