AB
CFP · ChFC
AB
CFP · ChFC

Alyson Clarie Basso

19 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
3,136 clients
Average Client Portfolio
$767K average
Assets Under Management
$2.4B

Fee Structure

Financial Planning:Investment management only
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Location

47 Enterprise Drive, Windham, NH, 03087

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alyson works as an investment adviser representative for The Patriot Financial Group, LLC and Hayden Wealth Management, dedicating full-time hours to each. She also sells fixed insurance products, including life insurance, long-term care insurance, and fixed annuities, taking about 10-20% of her time, and serves on the Board of Directors for Tri Town Council, dedicating minimal time.

Employment History
Current Registrations
The Patriot Financial Group, LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Cetera Financial Specialists LLCBroker
December 2022 - July 2023 · 7 mos
Securities America, INC.Broker
January 2020 - December 2022 · 2 yrs 11 mos
Santander Securities
October 2012 - January 2020 · 7 yrs 3 mos
Santander Securities LLCBroker
September 2012 - January 2020 · 7 yrs 4 mos
LPL Financial LLC
January 2012 - September 2012 · 8 mos
LPL Financial LLCBroker
May 2008 - September 2012 · 4 yrs 4 mos
Ifmg Securities, INC.Broker
July 2006 - May 2008 · 1 yr 10 mos
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.