William Parham, financial advisor Chapel Hill NC
96 score

William Parham

CRD Number: 1798332
Current Firm: Eton Advisors, LP

William Parham (CRD# 1798332) is an Investment Advisor Representative working at Eton Advisors, LP in Chapel Hill, NC and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eton Advisors, LP Chapel Hill, NC May 2009 - Current 7
Ubs International Inc. New York, NY May 2007 - Jun 2009 2
Ubs Ag New York, NY May 2007 - Jun 2009 2
U.s. Trust Company, N.a. Raleigh, NC Dec 2001 - May 2007 5
Ust Securities Raleigh, NC Dec 2001 - May 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2006
Contact Info for William J. Parham
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
96
Clean Record
This advisor has a clean track record with regulators.

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