Eric Vacca (CRD# 6599156) is an Investment Advisor Representative working at Advice And Planning Services in Andover, MA and has over 8 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Tiaa- Cref Individual & Institutional Services, LLC | Andover, MA | Jan 2016 - Current | 8 |
Tiaa | Andover, MA | Jan 2016 - Current | 8 |
Unemployed | Charlotte, NC | Oct 2015 - Jan 2016 | < 1 |
Beacon Hill Staffing Group | Boston, MA | Apr 2015 - Oct 2015 | < 1 |
Lion Resources | Boston, MA | Aug 2014 - Apr 2015 | < 1 |
Unemployed | North Reading, MA | May 2014 - Aug 2014 | < 1 |
University Of Massachusetts | Dartmouth, MA | Sep 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2016 |
S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- MA
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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