Featured Business Financial Advisor in Lakewood Ranch, FL
Lakewood Ranch Financial Advisors
The Evan Guido Group I Wealth
8225 Natures Way #119
Lakewood Ranch, FL 34202
(941) 500-5121
“Tax Smart Wealth Management”
Advisor Profile
Evan R. Guido
Name:  Evan R. Guido
Phone Number:  (941) 500-5121
Website:  Visit Website
Disclosure Link:
evanguidogroup.com

About The Evan Guido Group I Wealth

Evan R. Guido is a retirement transition expert. Retirement Planning and Rising Dividend Portfolio Management are at the heart of Aksala Wealth Advisors Family Offices, the home of the Evan Guido Group.

As advocates for goals-based financial planning, we provide tailored advice through holistic planning & investment solutions. Ultimately, accomplishing our clients life goals.

Aksala Wealth Advisors is built upon a network of brilliant investment professionals and world class technology.

We have a strategic business alliance HD Vest Financial Services® the pioneer of tax-smart wealth management services supports an independent network of tax and non-tax professionals who provide holistic financial services to their clients. 46 Billion Under Administration, 150+ Years of veteran experience.

Along with the leading brokerage clearing institutions, National Financial Services LLC (NFS), a Fidelity Investments® company. Through this strong relationship, we offer comprehensive investment servicing, including full-service brokerage business; extensive training; dedicated home-office support; and access to leading-edge technology.
 

General Information

Number of Years with Current Firm:    1
Years of Experience in Financial Services:    17
Name of Custodial Firm:    Fidelity Custody & Clearing
Name of Broker/Dealer:    HD Vest
States Willing to do Business in:    Bradenton,Ellenton,Palmetto,Sarasota, We care for clients all over the country
States Licensed in:    AK, AL, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, NH, NY, OH, PA, TN, TX, VT
Insurance License#:    E138392
Firm CRD#:    39-1236032
CRD#:    4418691
Gender:    Male
I work with the following types of clients:    Businesses, Individual Investors
Work Experience:    Scottrade Financial 2001-2004 Stock Broker Raymond James Financial 2004-2007 Private Wealth Robert W. Baird 2007 Private Wealth Management
 

Education

Academic Background
 
University of Alaska, Anchorage
 

Services

I can meet clients in the following ways:    Via email, Via phone, At my office
Investment Types:    Unit Investment Trusts (UITs), Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Non-Financial Organization Memberships:    Bradenton Yacht Club, Sarasota Downtown Partnership, Sarasota Young Professionals Group, Manatee Young Professionals Group, Parrish Civic Association
Financial Organization Memberships:    Paladin Registry
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Health, Annuity
Securities Licenses:    Series 65, Series 63, Series 7
Certifications, Accreditations & Designations:    Wealth Management Specialist -WMS
 

Firm Information

Assets Managed by Advisor:    $190,000,000+
Assets Managed by Firm:    46 Billion
Firm's Number of Managed Clients:    Most
Firm's Number of Planning Clients:    All
Advisor's Number of Planning Clients:    100
Advisor's Number of Managed Clients:    50
Advisor's Number of Clients:    150
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Additional Details on Charges:    We can develop the plan go over all the details and implement the plan using commissions or use products that don't have upfront charges and the payments will come to me over time. People forget that part of investment advise is the design and implementation, but more importantly the ongoing discipline and communication with the advisor. Typically this can be done for the same cost people pay for a flat fee.
Fee % Based on Assets:    1%
Compensation Methods:    Commissions, Based on Assets
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $250,000
 
 
 
 
 
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