Commonwealth Financial Network
46yrs
Top advisor by experience in Burlington
25yrs
Eric Michael Kellar
Financial advisor at Valic Financial Advisors
At a glance
Experience25 years (since 2001)
How that compares ?Top 22% by experience at Valic Financial Advisors
Office200 Summit Drive Suite 430, Burlington, MA 01803
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- May 2026 – nowValic Financial Advisors, Inc.Current firm
- Oct 2018 – Dec 2018Leader Capital Corp.Previously
- 2010 – 2018Wellesley Asset Management, Inc.Previously
- 2004 – 2009Morningstar Investment Services LLCPreviously
- 2001 – 2003Manulife Investment Management (us) LLCPreviously
- 2001 – 2003John Hancock Investment Management LLCPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Valic Financial Advisors at 866-544-4968 and ask for Eric Michael Kellar. Eric works from the Burlington, MA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2001, about 25 years. Top 22% by experience at Valic Financial Advisors.
What licenses does Eric hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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