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Christopher L. Eklund

Capital Analysts

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About Christopher L. Eklund

Christopher L. Eklund is a Registered Representative and Investment Advisor Representative. Christopher has been in the financial industry since 2011 and is currently registered with Capital Analysts. Christopher has worked for several firms over the years, including MetLife Securities Inc. and New England Securities. Christopher holds Series 66, SIE and Series 7 licenses. Christopher specializes in providing financial planning, pension consulting, portfolio management, and selection of other advisors. Christopher's services are available to individuals, corporations, and pension and profit sharing plans.

Firm Information

Christopher Eklund is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Eklund’s Registration & Firm History

MA

04/12/2016 - Present

Capital Analysts (PEMBROKE MA)

MA

01/02/2015 - 09/25/2015

METLIFE SECURITIES INC. (MARSHFIELD MA)

MA

03/28/2011 - 01/02/2015

NEW ENGLAND SECURITIES (MARSHFIELD MA)

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Licenses & Designations

BOTH

Issued 04/08/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher L. Eklund.
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