EC
EC

Eric Kent Carrara

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,855 clients
Average Client Portfolio
$354K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

466 Southern Blvd Washington Bldg. 2nd Floor, Chatham, NJ, 07928

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eric sells life and health insurance through an independent agency and is compensated via commissions. He conducts both insurance and financial activities with the same client base and is dually registered with NPA Asset Management and Nationwide Planning Associates Inc.

Employment History
Current Registrations
Npa Asset Management, LLC
January 2018 - Present · 8 yrs 1 mo
Nationwide Planning Associates INC.Broker
September 2003 - Present · 22 yrs 5 mos
Previous Registrations
Npa Asset Management, LLC
August 2004 - December 2017 · 13 yrs 4 mos
Nationwide Planning Associates INC.
September 2003 - October 2004 · 1 yr 1 mo
Walnut Street Securities, INC.
August 2003 - September 2003 · 1 mo
Walnut Street Securities, INC.Broker
August 2003 - September 2003 · 1 mo
Nathan & Lewis Securities, INC.
September 1997 - August 2003 · 5 yrs 11 mos
Nathan & Lewis Securities, INC.Broker
February 1993 - August 2003 · 10 yrs 6 mos
Multi-Financial Securities CorporationBroker
February 1991 - February 1993 · 2 yrs
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.