Eric Dare
Eric Dare is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Port Matilda, PA, with 22 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Port Matilda, PA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric sells fixed insurance (life, health, disability, annuities, and long-term care) with various companies, dedicating a few hours per week. He is also an Investment Advisor Representative and minority owner of Vicus Capital, Inc., and President/CEO of PFG Inc., and is involved in other business activities including software development, youth sports, and commercial real estate.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Vicus Capital, INC.
Previous Registrations
Walnut Street Securities, INC.Broker
State Registrations53 states
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