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Eric V
ChFC®, Series 63
Southampton, PA
Private Advisor Group, LLC
Eric Vasil is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license. He has 15 years of industry experience and has previously worked at LPL Financial, BrightHouse Securities, and MetLife Securities. Outside of his advisory role, he is a managing partner at A&E Property Holdings LLC, which is involved in mortgage and real estate services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that integrates technology platforms and various investment strategies, often implementing advice through third-party managers and model portfolios from firms like Fidelity, BlackRock, and Invesco.
Max W
Series 65, Series 63
Southampton, PA
Private Advisor Group, LLC
Max Weintraub is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. He holds the Series 65 and Series 63 credentials and has been with Private Advisor Group since 2016. Weintraub also has professional experience with LPL Financial and operates Weintraub Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, leveraging technology platforms and third-party managers.
Gregory K
Series 66
Southampton, PA
Private Advisor Group, LLC
Gregory Kempner is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked with firms including Wealthcare Advisory Partners, LPL Financial, Cantella & Co., and UBS Financial Services. Kempner founded Wealthcare Advisory Partners LLC, through which he continues to provide investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions including its proprietary WealthSuite platform. The firm employs a fiduciary-based advisory model that integrates multiple investment strategies and leverages third-party managers and technology platforms.
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