Eric Vartanian (CRD# 6647670) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 6 years of experience in the finance industry. Eric Vartanian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Augusta, NJ | Oct 2020 - Current | 3 |
| Oneascent Financial Services D/b/a Hampton Square Wealth Mgmt | Augusta, NJ | Oct 2020 - Current | 3 |
| Fidelity Brokerage Services LLC | Morristown, NJ | May 2018 - Sep 2020 | 2 |
| Ela Financial Group, Inc. | Wyckoff, NJ | May 2017 - Apr 2019 | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jul 2017 - Apr 2018 | < 1 |
| Full Time Student | Wayne, NJ | Oct 2010 - May 2017 | 6 |
| Buffalo Wild Wings | Parsippany, NJ | Apr 2014 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- NJ
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Total Assets Under Management1,789MILLIONS
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Total Number of Accounts7,877ACCOUNTS
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Average Account Value$227,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY
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