Erik
Hacker
Capital Analysts
Answer a few questions and
get matched with an advisor.
About this Advisor
Erik Hacker is a chartered financial consultant who works out of Braintree, Massachusetts who has 11 years of relevant experience. Hacker is currently employed by Capital Analysts. During their career, Hacker has held roles at John Hancock Mutual Life Insurance Co, Lincoln Investment and Capital Analysts, Inc. Hacker holds a Series 63 license, which qualifies them as a securities broker, and is able to serve investors in Massachusetts. Capital Analysts is an advisory firm operating out of Fort Washington, PA. The firm has offices in 274 locations and a total of 682 advisors. It handles $6 billion in assets across its 19,951 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 22 charities and foundations. Of its 19,951 accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company has 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. A financial advisor's fees depend on the type of services offered. However, fees billed by Capital Analysts can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Erik Hacker Work History
Erik has been registered as a financial advisor for 11 years.*
Lincoln Investment
Capital Analysts, Inc
John Hancock Mutual Life Insurance Co
*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 Erik Hacker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Analysts
Amherst, MA
Feeding Hills, MA
Beachwood, OH
Tucson, AZ
North Dartmouth, MA
Worcester, MA
Amherst, MA
Waltham, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
