Eric J. Vetack
- Role
- LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Eric J. Vetack
Motivated independent advisory practice with substantial credentials and extensive…
Experience
Present
Education
Elon University
Bachelor of Science (BS), Accounting, Minor in Mathematics
1986 — 1998
Skills
- Asset Allocation
- Aif®
- Income & Estate Taxation
- Hedging & Monetization Strategies
- Succession Planning
- Trust & Estate Planning and Services
- Retirement Accumulation Strategies
- Nua Rollover Stategy - 401k with Co. Stk
- Alternative Investment Strategies
- Private Wealth Management
- Ristricted Stock & Stock Option Analysis
- Retirement Lifestyle Income Planning
- Retirement Plan Consulting
- Portfolio Risk Assessments
- Finacial Life Planning
- Portfolio Construction
- Control & Restricted Securities
- Cpa
- Executive Compensation Planning
- 401k Rollover Startegies
- Crpc®
- Cfp®
- Insurance Strategies
- Long Term Care Solutions
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