Eric
Paradis
Capital Analysts
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About this Advisor
Eric Paradis is a financial advisor working in North Dartmouth, Massachusetts with a total of 11 years of relevant experience. Paradis is currently employed by Capital Analysts. During their career, Paradis has held roles at Financial Planning Alternatives, Capital Analysts Inc, Massachusetts Financial Group and Lincoln Investment. Paradis holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Capital Analysts is a registered investment firm that has its headquarters in Fort Washington, PA. It has offices in 274 locations and a total of 682 employees. It manages $6 billion in assets under management between its 19,951 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 22 charities and foundations. Of its 19,951 client accounts, 17% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Capital Analysts offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by Capital Analysts most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$6,286,886,486
682
19,951
$315,116
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
Eric Paradis Work History
Eric has been registered as a financial advisor for 11 years.*
Lincoln Investment
Capital Analysts Inc
Massachusetts Financial Group
Financial Planning Alternatives
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Paradis 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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