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    Robert "Bob" Basham, Jr

    AIF®, LUTCF®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Bob

    Bob Basham, IAF, LUTCF
    Financial Planner
    Financial Services Representative
    Investment Advisor Representative

    Mass Mutual Mid-Atlantic
    6641 W. Broad St. Suite 404
    Richmond, VA 23230
    (804) 614-1790
    (804) 282-6370 (fax)
    robertbasham@financialguide.com

     

    BUSINESS PHILOSOPHY

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. 

    PRODUCTS AND SERVICES

    • Fixed Annuities
    • Variable Annuities
    • Charitable Giving Strategies
    • Disability Income Insurance
    • Estate Conservation Strategies
    • Education Funding Strategies
    • IRA Consolidation/Rollovers
    • Long-Term Care Insurance
    • Mortgage Protection (through life insurance and disability income insurance)
    • Medicare Supplement Coverage
    • Pension Payout Alternatives
    • Pension Transfer/Rollovers
    • Mutual Funds
    • Tax Sheltered Annuities, 403(b) Plans
    • Term Insurance
    • Universal Life Insurance
    • Variable Universal Life Insurance
    • Whole Life Insurance 

    QUALIFICATIONS

    • Licensed to sell Life & Health Insurance in VA, WV and NC
    • Registered to offer securities products in VA and WV
    • Series 6, 63, 7 and 65 Licensed
    • Life Underwriter Training Council Fellow
    • Investment Advisor Representative, MSI Finanical Services, Inc. 

    PERSONAL

    • Resident of Goochland
    • Family: Wife Sandy
    • Hobbies: Golf and The WVU Mountaineers 

     ORGANIZATIONS

    • Member of NAIFA
    • Citizens Transportation Advisory Committee

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Robert (Bob) Basham Jr AIF®, LUTCF® is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 6085 Marshalee Drive, Suite 210, Elkridge, MD 21075-6023, Tel: (443) 492-6600

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Virginia, North Carolina, West Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    Virginia, North Carolina, West Virginia

    Robert (Bob) Basham Jr AIF®, LUTCF®, Richmond, VA

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