William ParhamCRD 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 11 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Eton Advisors, LP||Chapel Hill, NC||May 2009 - Current||8|
|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|
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