Eric Wasson
Eric Wasson is a CFP-designated registered investment advisor at Aztec Financial Group, LLC, based in Dover, NH, with 32 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth.
Compensation
Firm Size
IM Fee
Fee Structure
- Basic Financial Plan — $500
- Comprehensive Financial Plan — $1500
Location
660 Central Ave, Dover, NH, 03820
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2007Other Business ActivitiesSells Insurance
Eric sells fixed insurance products away from LPL and provides services to clients offering non-variable insurance products, dedicating about half of his time to these activities. He also provides financial planning and consulting services through Aztec Financial Group and is involved in real estate rental activities.
Employment History
Current Registrations
Aztec Financial Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Gna Securities, INC.Broker
Fisco Equity, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.