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Joel Darren Plasco

AER ADVISORS, INC.·NORTH HAMPTON, New Hampshire
Clean recordAER ADVISORS, INC.
155 LAFAYETTE ROAD, NORTH HAMPTON, NH 03862CRD# 3220164Firm CRD# 128515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Darren Plasco · NORTH HAMPTON, NH
Registration
CRD #3220164 · AER ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joel Darren Plasco is a registered financial advisor based in NORTH HAMPTON, New Hampshire, affiliated with AER ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
AER ADVISORS, INC.
AER ADVISORS, INC.
AUM
$26M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AER ADVISORS, INC. →
Services
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Fixed fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3220164
Firm CRD# 128515
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel Darren Plasco offer?
Joel Darren Plasco specializes in Investment Management. Contact their office in NORTH HAMPTON, New Hampshire for a consultation.
What are Joel Darren Plasco's credentials?
Joel Darren Plasco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Darren Plasco located?
Joel Darren Plasco is based in NORTH HAMPTON, New Hampshire, working with AER ADVISORS, INC.. Their office serves clients in the NORTH HAMPTON metropolitan area and surrounding communities.
How does Joel Darren Plasco charge for services?
Joel Darren Plasco's firm is compensated through percentage of aum, fixed fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AER ADVISORS, INC.?
AER ADVISORS, INC. has approximately 3 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AER ADVISORS, INC.

Janine Lynne Cohen
NORTH HAMPTON, NH
Shawn Damien Mcloughlin
NORTH HAMPTON, NH
David James Oleary
NORTH HAMPTON, NH
Thomas Joseph Steffanci
NORTH HAMPTON, NH
Carol Ayn Oleary
NORTH HAMPTON, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)EXETER (18)PETERBOROUGH (9)HOLLIS (8)NEW LONDON (7)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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