William Eaton (CRD# 1395701) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 38 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rpg Family Wealth Advisory, LLC | Burlington, MA | Jun 2015 - Current | 8 |
| Detwiler Fenton Investment Management LLC | Boston, MA | Aug 2010 - Jun 2015 | 4 |
| Detwiler Fenton & Company | Boston, MA | May 2015 - May 2015 | < 1 |
| Detwiler Fenton Wealth Management Inc. | Boston, MA | Dec 2011 - May 2015 | 3 |
| Detwiler Fenton & Company | Boston, MA | Aug 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1985 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management492MILLIONS
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Total Number of Accounts533ACCOUNTS
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Average Account Value$923,565
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