Robert David Basile

Employer firm

Basile Financial Group, Inc. CRD 289419

$5.39M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 03/2018
  Lpl Financial, Llc
  Clearwater, FL
• 08/2015 → 05/2018
  Pasco County School Board
  Wesley Chapel, FL
• 05/2018 → Present
  Basile Financial Group, Inc.
  Clearwater, FL
• 06/2016 → 12/2020
  Business Financial Solutions, Inc.
  Clearwater, FL
• 06/2018 → 10/2021
  Independent Insurance Agent
  Clearwater, FL
• 01/2021 → Present
  Basile Cpa Firm, Inc.
  Palm Harbor, FL

Previous Registrations

• 2006-03-02 → 2006-09-01
  Lpl Financial Llc
  Clearwater, FL
• 2005-05-04 → 2005-07-13
  Waddell & Reed
  Denver, CO

Other Businesses

BASILE CPA FIRM, INC.; INVESTMENT RELATED;PALM HARBOR, FL; CPA FIRM; TAX PREPARER AND ACCOUNTANT: 01/2021; I PREPARE INDIVIDUAL TAX RETURNS. I ALSO PERFORM ACCOUNTING TASKS FOR INDIVIDUALS AND SMALL BUSINESSES. 25% OF TIME.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-13
• S66 Uniform Combined State Law Examination
  2005-05-03
• S63 Uniform Securities Agent State Law Examination
  1999-11-29

Other Names

• Rob Basile