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Joel Darren Plasco

AER ADVISORS, INC.·NORTH HAMPTON, New Hampshire
SIE, Series 7, Series 24, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AER ADVISORS, INC.
CRD 128515 · SEC 801-68623
AUM
$26M
Regulatory assets under management
Employees
3
9 client accounts
Services offered by AER ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AER ADVISORS, INC. →
Introduction

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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.

Shawn Damien Mcloughlin
NORTH HAMPTON, NH
Thomas Joseph Steffanci
NORTH HAMPTON, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (75)BEDFORD (26)CONCORD (22)MANCHESTER (12)HANOVER (10)EXETER (7)NEW LONDON (7)WOLFEBORO (7)KEENE (5)LEBANON (5)
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PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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