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Eric Flaim, financial advisor Portsmouth NH

Eric Flaim

CRD Number: 4618103
Current Firm: Estate Planners Of New England, LLC
Compensation Model: Both

Eric Flaim (CRD# 4618103) is the Managing Director at Estate Planners of New England LLC, in Portsmouth, NH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Apw Capital, Inc. Parsippany, NJ May 2015 - Current 8
Estate Planners Of New England, LLC Portsmouth, NH May 2015 - Current 8
Ameriprise Financial Portsmouth, NH Apr 2009 - May 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Eric J. Flaim
1 New Hampshire Ave, Suite 125, Portsmouth, NH 03801
Phone Number: 603 766 4951
Advisor Website: http://www.epne.net
Firm Website: http://www.epne.net
Registered State(s):
  • FL
  • ME
  • MA
  • NH
Current Firm Details
Estate Planners Of New England, LLC
Firm's CRD Number: 133353
1 New Hampshire Ave, Suite 125, Portsmouth, NH 03801
By the Numbers
  • Total Assets Under Management
    44
    MILLIONS
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $176,800
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH

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