Eric Paradis, financial advisor Dartmouth MA

Eric Paradis

CRD Number: 2850731
Current Firm: Capital Analysts

Eric Paradis (CRD# 2850731) is an Investment Advisor Representative working at Capital Analysts in Dartmouth, MA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Westport, MA Jun 2012 - Current 11
Capital Analysts Inc. Radnor, PA Jul 2002 - Current 21
Massachusetts Financial Group Westport, MA Sep 1997 - Current 26
Financial Planning Alternatives Westport, MA Sep 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Eric R. Paradis
Phone Number: 800-242-1421
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    6,287
    MILLIONS
  • Total Number of Accounts
    19,951
    ACCOUNTS
  • Average Account Value
    $315,116
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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