John Wallace, financial advisor Chapel Hill NC
90 score

John Wallace

CRD Number: 5881208
Current Firm: Eton Advisors, LP

John Wallace (CRD# 5881208) is an Investment Advisor Representative working at Eton Advisors, LP in Chapel Hill, NC and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eton Advisors, LP Chapel Hill, NC Apr 2016 - Current < 1
Franklin Street Advisors, Inc. Chapel Hill, NC Jan 2011 - Mar 2016 5
Unc Chapel Hill, NC Jul 2009 - May 2011 1
Belltower Advisors Chapel Hill, NC Aug 2010 - Sep 2010 < 1
Jp Morgan Private Bank New York, NY Jun 2010 - Jul 2010 < 1
Smith Breeden Associates Durham, NC May 2006 - Jun 2009 3

John Wallace has no recent exams reported.
Contact Info for John C. Wallace
Phone Number: 919-442-1550
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,334
    MILLIONS
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $9,527,917
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

FL, IL, MA, MD, NC, NY, SC

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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