John WallaceCRD 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.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|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|
Total Assets Under Management1,334MILLIONS
Total Number of Accounts140ACCOUNTS
Average Account Value$9,527,917
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
FL, IL, MA, MD, NC, NY, SC