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Eric Robert Paradis

Capital Analysts

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About Eric Robert Paradis

Eric Robert Paradis is a financial professional with over 20 years of experience in the industry. He is currently registered with Capital Analysts, Inc., where Eric specializes in providing financial planning, portfolio management, and pension consulting services. Eric has a wide range of experience working with individuals, businesses, and institutions, including corporations, high-net-worth individuals, and pension plans. Eric holds the Series 6, 63, and 65 licenses, and the SIE exam certification.

Firm Information

Eric Paradis 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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Eric Paradis’s Registration & Firm History

MA

07/19/2012 - Present

Capital Analysts (Dartmouth MA)

MA

07/16/2002 - 06/01/2012

CAPITAL ANALYSTS, INCORPORATED (WESTPORT MA)

NY

11/05/1997 - 07/15/2002

NEW ENGLAND SECURITIES (NEW YORK NY)

OH

02/26/1997 - 10/31/1997

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

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Licenses & Designations

IA

Issued 07/12/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Robert Paradis.
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