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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

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

Education

Academic Background
 
University of Alaska, Anchorage
 

Services

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

Qualifications & Memberships

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

Firm Information

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

Compliance

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

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets, Commissions
Fee % Based on Assets:    1%
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.
 
 
 
Prepared By: Evan R. Guido

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