Erik Hacker
Natick, Massachusetts, 01760
Member Since 2005
We are an independent firm that performs comprehensive financial planning by utilizing the combined skills and talents of a team of legal, tax, investment, and planning experts. We are service oriented and work hard to help our clients achieve their financial goals!
My Location
Background Information
Years of Financial Experience
- 15
Education
- Bucknell University (Economic major, graduated with honors)
Certifications and Designations
- CLU®
- ChFC®
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Primary Custodian(s)
- Pershing
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Other
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 2854530
- Securities Registrations: Series 7, Series 6, Series 63
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: Capital Analysts, Inc.
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- California
- Colorado
- Connecticut
- Florida
- Maine
- Maryland
- Massachusetts
- Michigan
- Nevada
- New Hampshire
- New Jersey
- New York
- North Carolina
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- Texas
- Vermont
- Virginia
Disclosure(s)
- View StatementSecurities and Investment Advisory Services offered through Capital Analysts Incorporated. Member FINRA/SIPC. Capital Analysts and Capital Analysts of New England are independent, non-affiliated entities. Capital Analysts does not provide tax or legal advice services. Firm ADV2 documents are available for review. Office address - 1266 Furnace Brook Parkway, Quincy, MA 02169.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, Hedge Fund, Commodities, Currencies, REITs, Equity
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income
