Evan Guido is a registered investment advisor, based in Lakewood Ranch, FL, with 23 years of industry experience.
Location
6260 Lake Osprey Dr, Lakewood Ranch, FL, 34240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Evan manages rental properties, dedicating a few hours per week to maintenance, tenant management, and rent collection. He also has the ability to sell various annuity and variable insurance products through Avantax Insurance Agency LLC, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Planning Partners, INC.
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Scottrade, INC.Broker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.