Eric Macvittie, financial advisor Denver CO
96 score

Eric Macvittie

CRD Number: 5525059
Current Firm: Ghp Investment Advisors Inc.

Eric Macvittie (CRD# 5525059) is an Investment Advisor Representative working at Ghp Investment Advisors Inc. in Denver, CO and has over 9 years of experience in the finance industry. Eric Macvittie 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.

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Professional Designations
Company Name Location Dates Years
Ghp Investment Advisors Denver, CO Jul 2017 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna, VA Aug 2008 - Current 9
Bank Of America, N.a. Vienna, VA Jan 2015 - Jun 2017 2
Christopher Newport University Newport News, VA Sep 2004 - Sep 2008 4
Ameriprise Financial Richmond, VA May 2008 - Aug 2008 < 1
Ameriprise Financial Services, Inc. Richmond, VA Apr 2008 - Jul 2008 < 1
Radford Univeristy Radford, VA Sep 2005 - May 2008 2
Scott&stringfellow Blacksburg, VA Jan 2008 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Eric Macvittie
Phone Number: 303-831-5051
Firm Website: http://www.ghpia.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,058
    MILLIONS
  • Total Number of Accounts
    2,484
    ACCOUNTS
  • Average Account Value
    $425,821
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, CO, FL, LA, MD, NY, OH, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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