Eric Viavattene (CRD# 4245523) is an Investment Advisor Representative working at Almanack Investment Partners in Wayne, PA and has over 17 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Almanack Investment Partners, LLC | Wayne, PA | Jan 2024 - Current | < 1 |
| Kingsly Partners, LLC | Wilmington, DE | May 2021 - Current | 2 |
| Haven Charitable, Inc. | Phoenix, AZ | Dec 2020 - Current | 3 |
| Kingsly Capital, LLC | Pheonix, AZ | Sep 2020 - Current | 3 |
| Phoenix Wealth Management, Pllc | Phoenix, AZ | Jan 2018 - Current | 6 |
| Dobbins Wealth Management Ii, Pllc | Phoenix, AZ | Dec 2018 - Dec 2023 | 5 |
| Dobbins Wealth Management, Pllc | Phoenix, AZ | Nov 2013 - Dec 2023 | 10 |
| Integrated Trust Systems | Scottsdale, AZ | Feb 2008 - Dec 2023 | 15 |
| Kingsly Capital Advisors, LLC | San Juan, PR | Jan 2021 - Jun 2022 | 1 |
| Sageguard Investment Advisory Services | Phoenix, AZ | Jun 2014 - May 2021 | 6 |
| Sageguard Financial Group | Phoenix, AZ | Jun 2014 - May 2021 | 6 |
| H.d. Vest Advisory Services | Phoenix, AZ | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- AZ
-
Total Assets Under Management802MILLIONS
-
Total Number of Accounts2,044ACCOUNTS
-
Average Account Value$392,462
- 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 pooled investment vehicles (other than investment companies)
- 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
AZ, CA, CO, CT, DC, FL, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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