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Eric E Naphor

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
2,780 clients
Average Client Portfolio
$288K average
Assets Under Management
$799.6M

Fee Structure

Minimum Investment:$50K
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Location

345 Kinderkamack Road, Suite B, Westwood, NJ, 07675

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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 works full-time for Christopher Edwards Financial Associates, LLP and Fortis Group Advisors, LLC as a registered investment advisor. He also works as a non-variable insurance agent for The Fortis Agency and Ash Brokerage, spending minimal time on this activity.

Employment History
Current Registrations
Fortis Group Advisors LLC
January 2022 - Present · 4 yrs 1 mo
LPL Financial LLCBroker
October 2021 - Present · 4 yrs 4 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.