Christopher
Eklund
Capital Analysts
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About this Advisor
Christopher Eklund is a financial advisor based in Pembroke, Massachusetts, working with Capital Analysts. Christopher has previously held positions at New England Securities, Metlife Securities Inc, Lincoln Investment, and Powder Point Wealth Mgmt, LLC. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Christopher is part of Capital Analysts, which operates out of Pembroke, Massachusetts. The firm has 277 offices and 705 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Capital Analysts includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$7,095,906,836
705
22,363
$317,306
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Christopher Eklund Work History
Lincoln Investment
Powder Point Wealth Mgmt, LLC
Metlife Securities Inc
New England Securities
Disclosures
Please visit the SEC profile of Christopher Eklund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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